GYL Financial Synergies’s Vanguard Consumer Staples ETF VDC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$1M	Sell	4,587 -445	-9%	-$94.4K	0.08%	186
2024 Q2	$1.02M	Sell	5,032 -32	-0.6%	-$6.5K	0.08%	181
2024 Q1	$1.03M	Buy	5,064 +143	+3%	+$28.1K	0.08%	178
2023 Q4	$940K	Buy	4,921 +90	+2%	+$16.5K	0.08%	187
2023 Q3	$882K	Buy	4,831 +62	+1%	+$12K	0.09%	183
2023 Q2	$927K	Buy	4,769 +248	+5%	+$48.5K	0.08%	184
2023 Q1	$875K	Buy	+4,521	New	+$857K	0.1%	134

Other funds holding VDC

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

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

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

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

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

GYL Financial Synergies reduced its Vanguard Consumer Staples ETF (VDC) stake by 8.8% in Q3 2024, selling an estimated $94.4K and leaving 4,587 shares worth $1M. The position accounts for 0.08% of the portfolio, ranked #186.

GYL Financial Synergies first reported a position in VDC in Q1 2023 and has held it in 7 quarters since. The position peaked at $1.03M in Q1 2024. 603 funds tracked by Wall St. Rank hold VDC as of Q3 2024.

GYL Financial Synergies held 4,587 shares of Vanguard Consumer Staples ETF worth $1M as of Q3 2024.
GYL Financial Synergies sold 445 Vanguard Consumer Staples ETF shares in Q3 2024, an estimated $94.4K.
Vanguard Consumer Staples ETF made up 0.08% of GYL Financial Synergies's portfolio in Q3 2024, its #186 holding.
GYL Financial Synergies first reported a position in Vanguard Consumer Staples ETF in Q1 2023 and has held it in 7 quarters since.
GYL Financial Synergies's Vanguard Consumer Staples ETF position peaked at $1.03M in Q1 2024.
603 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2024.

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