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SYM Financial Corp’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

SYM Financial Corp’s Portfolio VGLT Stock Details VGLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-9
Closed -$1K – 117
2021
Q3 		$1K Buy
+9
New +$811 ﹤0.01% 114

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

SYM Financial Corp's VGLT Position: Q4 2021 in Review

SYM Financial Corp sold out of Vanguard Long-Term Treasury ETF (VGLT) in Q4 2021, closing a stake of 9 shares — an estimated $1K sold.

SYM Financial Corp first reported a position in VGLT in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 179 funds tracked by Wall St. Rank hold VGLT as of Q4 2021.

  • SYM Financial Corp reported no remaining Vanguard Long-Term Treasury ETF position as of Q4 2021 after selling out during the quarter.
  • SYM Financial Corp sold 9 Vanguard Long-Term Treasury ETF shares in Q4 2021, an estimated $1K.
  • SYM Financial Corp first reported a position in Vanguard Long-Term Treasury ETF in Q3 2021 and held it in 1 quarter.
  • SYM Financial Corp's Vanguard Long-Term Treasury ETF position peaked at $1K in Q3 2021.
  • 179 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q4 2021.

Based on SYM Financial Corp's 13F filing for Q4 2021, filed 3 Feb 2022.