SYM Financial Corp’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

SYM Financial Corp’s Portfolio VGIT Stock Details VGIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-1,732	Closed	-$102K	–	600
2026 Q2	$102K	Sell	1,732 -64	-4%	-$3.78K	0.01%	412
2026 Q1	$107K	Buy	+1,796	New	+$108K	0.01%	345
2025 Q2	–	Sell	-1,720	Closed	-$102K	–	449
2025 Q1	$102K	Buy	+1,720	New	+$101K	0.01%	286
2021 Q4	–	Sell	-29	Closed	-$2K	–	116
2021 Q3	$2K	Buy	+29	New	+$1.98K	﹤0.01%	111

Other funds holding VGIT

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

SYM Financial Corp's VGIT Position: Q3 2026 in Review

SYM Financial Corp sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q3 2026, closing a stake of 1,732 shares — an estimated $102K sold.

SYM Financial Corp first reported a position in VGIT in Q3 2021 and held it in 4 quarters. The position peaked at $107K in Q1 2026. 602 funds tracked by Wall St. Rank hold VGIT as of Q3 2026.

SYM Financial Corp reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q3 2026 after selling out during the quarter.
SYM Financial Corp sold 1,732 Vanguard Intermediate-Term Treasury ETF shares in Q3 2026, an estimated $102K.
SYM Financial Corp first reported a position in Vanguard Intermediate-Term Treasury ETF in Q3 2021 and held it in 4 quarters.
SYM Financial Corp's Vanguard Intermediate-Term Treasury ETF position peaked at $107K in Q1 2026.
602 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.