GYL Financial Synergies’s Vanguard Long-Term Corporate Bond ETF VCLT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$812K	Sell	9,992 -9,738	-49%	-$770K	0.06%	201
2024 Q2	$1.5M	Sell	19,730 -9,652	-33%	-$732K	0.12%	152
2024 Q1	$2.3M	Sell	29,382 -45,997	-61%	-$3.59M	0.18%	112
2023 Q4	$6.04M	Buy	+75,379	New	+$5.55M	0.5%	51
2023 Q3	–	Sell	-4,993	Closed	-$392K	–	344
2023 Q2	$392K	Buy	+4,993	New	+$390K	0.04%	259

Other funds holding VCLT

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

AIMU

Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return

JHU

Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return

DILIC

Dai-ichi Life Insurance Company Tokyo, Japan $4.28B AUM 43.07% 1-Year Est. Return

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

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

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

GYL Financial Synergies reduced its Vanguard Long-Term Corporate Bond ETF (VCLT) stake by 49% in Q3 2024, selling an estimated $770K and leaving 9,992 shares worth $812K. The position accounts for 0.06% of the portfolio, ranked #201.

GYL Financial Synergies first reported a position in VCLT in Q2 2023 and has held it in 5 quarters since. The position peaked at $6.04M in Q4 2023. 330 funds tracked by Wall St. Rank hold VCLT as of Q3 2024.

GYL Financial Synergies held 9,992 shares of Vanguard Long-Term Corporate Bond ETF worth $812K as of Q3 2024.
GYL Financial Synergies sold 9,738 Vanguard Long-Term Corporate Bond ETF shares in Q3 2024, an estimated $770K.
Vanguard Long-Term Corporate Bond ETF made up 0.06% of GYL Financial Synergies's portfolio in Q3 2024, its #201 holding.
GYL Financial Synergies first reported a position in Vanguard Long-Term Corporate Bond ETF in Q2 2023 and has held it in 5 quarters since.
GYL Financial Synergies's Vanguard Long-Term Corporate Bond ETF position peaked at $6.04M in Q4 2023.
330 funds tracked by Wall St. Rank held Vanguard Long-Term Corporate Bond ETF as of Q3 2024.

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