SYM Financial Corp’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$653K	Sell	2,800 -43	-2%	-$10.3K	0.05%	126
2026 Q2	$673K	Buy	2,843 +1	+0%	+$230	0.05%	105
2026 Q1	$611K	Buy	2,842 +40	+1%	+$8.92K	0.06%	105
2025 Q4	$616K	Sell	2,802 -696	-20%	-$152K	0.06%	99
2025 Q3	$755K	Hold	3,498	–	–	0.08%	69
2025 Q2	$716K	Sell	3,498 -60	-2%	-$11.6K	0.08%	84
2025 Q1	$690K	Sell	3,558 -36	-1%	-$7.16K	0.09%	71
2024 Q4	$704K	Sell	3,594 -94	-3%	-$18.8K	0.09%	63
2024 Q3	$730K	Hold	3,688	–	–	0.1%	53
2024 Q2	$673K	Buy	3,688 +836	+29%	+$150K	0.11%	45
2024 Q1	$521K	Sell	2,852 -633	-18%	-$111K	0.09%	45
2023 Q4	$594K	Buy	3,485 +191	+6%	+$30.7K	0.1%	44
2023 Q3	$512K	Buy	3,294 +1,089	+49%	+$177K	0.09%	45
2023 Q2	$358K	Sell	2,205 -474	-18%	-$74.2K	0.07%	41
2023 Q1	$413K	Sell	2,679 -788	-23%	-$121K	0.09%	35
2022 Q4	$526K	Sell	3,467 -2,492	-42%	-$371K	0.13%	30
2022 Q3	$805K	Buy	5,959 +3,027	+103%	+$450K	0.39%	24
2022 Q2	$421K	Buy	2,932 +161	+6%	+$24.5K	0.2%	31
2022 Q1	$449K	Buy	2,771 +195	+8%	+$31.5K	0.19%	25
2021 Q4	$442K	Hold	2,576	–	–	0.17%	21
2021 Q3	$396K	Hold	2,576	–	–	0.23%	22
2021 Q2	$399K	Sell	2,576 -75	-3%	-$11.5K	0.23%	21
2021 Q1	$390K	Sell	2,651 -55	-2%	-$7.82K	0.22%	19
2020 Q4	$382K	Buy	2,706 +1,020	+60%	+$138K	0.28%	15
2020 Q3	$217K	Buy	+1,686	New	+$212K	0.16%	27
2020 Q1	–	Sell	-1,705	Closed	-$213K	–	94
2019 Q4	$213K	Buy	+1,705	New	+$206K	0.14%	42
2018 Q4	–	Sell	-1,845	Closed	-$204K	–	102
2018 Q3	$204K	Buy	+1,845	New	+$198K	0.11%	42
2018 Q2	–	Sell	-2,469	Closed	-$249K	–	70
2018 Q1	$249K	Sell	2,469 -58	-2%	-$6.01K	0.15%	28
2017 Q4	$258K	Buy	+2,527	New	+$249K	0.12%	36

Other funds holding VIG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

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

Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

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

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

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

SYM Financial Corp reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 1.5% in Q3 2026, selling an estimated $10.3K and leaving 2,800 shares worth $653K. The position accounts for 0.05% of the portfolio, ranked #126.

SYM Financial Corp first reported a position in VIG in Q4 2017 and has held it in 29 quarters since. The position peaked at $805K in Q3 2022. 1,705 funds tracked by Wall St. Rank hold VIG as of Q3 2026.

SYM Financial Corp held 2,800 shares of Vanguard Dividend Appreciation ETF worth $653K as of Q3 2026.
SYM Financial Corp sold 43 Vanguard Dividend Appreciation ETF shares in Q3 2026, an estimated $10.3K.
Vanguard Dividend Appreciation ETF made up 0.05% of SYM Financial Corp's portfolio in Q3 2026, its #126 holding.
SYM Financial Corp first reported a position in Vanguard Dividend Appreciation ETF in Q4 2017 and has held it in 29 quarters since.
SYM Financial Corp's Vanguard Dividend Appreciation ETF position peaked at $805K in Q3 2022.
1,705 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2026.

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