GYL Financial Synergies’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.45M | Buy |
6,099
+350
| +6% | +$83K | 0.11% | 163 |
|
|
2024
Q2 | $1.25M | Buy |
5,749
+905
| +19% | +$197K | 0.1% | 171 |
|
|
2024
Q1 | $1.11M | Buy |
4,844
+3,715
| +329% | +$849K | 0.09% | 175 |
|
|
2023
Q4 | $241K | Sell |
1,129
-89
| -7% | -$19K | 0.02% | 317 |
|
|
2023
Q3 | $230K | Hold |
1,218
| – | – | 0.02% | 302 |
|
|
2023
Q2 | $242K | Hold |
1,218
| – | – | 0.02% | 305 |
|
|
2023
Q1 | $231K | Buy |
1,218
+16
| +1% | +$3.03K | 0.03% | 261 |
|
|
2022
Q4 | $221K | Buy |
+1,202
| New | +$221K | 0.05% | 203 |
|
|
2022
Q1 | – | Sell |
-940
| Closed | -$212K | – | 229 |
|
|
2021
Q4 | $212K | Buy |
+940
| New | +$212K | 0.06% | 196 |
|
|
2021
Q3 | – | Sell |
-913
| Closed | -$206K | – | 194 |
|
|
2021
Q2 | $206K | Buy |
+913
| New | +$206K | 0.11% | 180 |
|