GFS
VBR icon

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

GYL Financial Synergies’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,354
Closed -$203K – 206
2022
Q2 		$203K Buy
1,354
+23
+2% +$3.77K 0.06% 185
2022
Q1 		$234K Buy
+1,331
New +$231K 0.06% 186

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

GYL Financial Synergies's VBR Position: Q3 2022 in Review

GYL Financial Synergies sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q3 2022, closing a stake of 1,354 shares — an estimated $203K sold.

GYL Financial Synergies first reported a position in VBR in Q1 2022 and held it in 2 quarters. The position peaked at $234K in Q1 2022. 1,086 funds tracked by Wall St. Rank hold VBR as of Q3 2022.

  • GYL Financial Synergies reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q3 2022 after selling out during the quarter.
  • GYL Financial Synergies sold 1,354 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2022, an estimated $203K.
  • GYL Financial Synergies first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2022 and held it in 2 quarters.
  • GYL Financial Synergies's Vanguard Morningstar Small-Cap Value ETF position peaked at $234K in Q1 2022.
  • 1,086 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2022.

Based on GYL Financial Synergies's 13F filing for Q3 2022, filed 1 Nov 2022.