GYL Financial Synergies’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.51M | Buy |
19,187
+10,570
| +123% | +$832K | 0.11% | 156 |
|
|
2024
Q2 | $661K | Sell |
8,617
-360
| -4% | -$27.6K | 0.05% | 214 |
|
|
2024
Q1 | $688K | Sell |
8,977
-630
| -7% | -$48.3K | 0.05% | 209 |
|
|
2023
Q4 | $740K | Sell |
9,607
-834
| -8% | -$64.2K | 0.06% | 206 |
|
|
2023
Q3 | $785K | Sell |
10,441
-188
| -2% | -$14.1K | 0.08% | 195 |
|
|
2023
Q2 | $803K | Sell |
10,629
-103,678
| -91% | -$7.83M | 0.07% | 195 |
|
|
2023
Q1 | $8.74M | Sell |
114,307
-3,627
| -3% | -$277K | 1.05% | 28 |
|
|
2022
Q4 | $8.88M | Sell |
117,934
-75,769
| -39% | -$5.7M | 1.92% | 11 |
|
|
2022
Q3 | $14.5M | Sell |
193,703
-6,780
| -3% | -$507K | 3.95% | 5 |
|
|
2022
Q2 | $15.4M | Sell |
200,483
-10,633
| -5% | -$817K | 4.2% | 5 |
|
|
2022
Q1 | $16.4M | Sell |
211,116
-3,645
| -2% | -$284K | 3.94% | 6 |
|
|
2021
Q4 | $17.4M | Buy |
214,761
+211,899
| +7,404% | +$17.1M | 4.69% | 5 |
|
|
2021
Q3 | $235K | Buy |
+2,862
| New | +$235K | 0.12% | 167 |
|