GYL Financial Synergies’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

GYL Financial Synergies’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$1.45M	Buy	6,099 +350	+6%	+$79.5K	0.11%	163
2024 Q2	$1.25M	Buy	5,749 +905	+19%	+$199K	0.1%	171
2024 Q1	$1.11M	Buy	4,844 +3,715	+329%	+$799K	0.09%	175
2023 Q4	$241K	Sell	1,129 -89	-7%	-$17.1K	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%	+$3.1K	0.03%	261
2022 Q4	$221K	Buy	+1,202	New	+$223K	0.05%	203
2022 Q1	–	Sell	-940	Closed	-$212K	–	229
2021 Q4	$212K	Buy	+940	New	+$214K	0.06%	196
2021 Q3	–	Sell	-913	Closed	-$206K	–	194
2021 Q2	$206K	Buy	+913	New	+$202K	0.11%	180

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

GYL Financial Synergies's VB Position: Q3 2024 in Review

GYL Financial Synergies increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 6.1% in Q3 2024, buying an estimated $79.5K and bringing the position to 6,099 shares worth $1.45M. The position accounts for 0.11% of the portfolio, ranked #163.

GYL Financial Synergies first reported a position in VB in Q2 2021 and has held it in 10 quarters since. 1,976 funds tracked by Wall St. Rank hold VB as of Q3 2024.

GYL Financial Synergies held 6,099 shares of Vanguard Morningstar Small-Cap ETF worth $1.45M as of Q3 2024.
GYL Financial Synergies bought 350 Vanguard Morningstar Small-Cap ETF shares in Q3 2024, an estimated $79.5K.
Vanguard Morningstar Small-Cap ETF made up 0.11% of GYL Financial Synergies's portfolio in Q3 2024, its #163 holding.
GYL Financial Synergies first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2021 and has held it in 10 quarters since.
1,976 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.