GYL Financial Synergies’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $14.1M | Buy |
267,548
+9,199
| +4% | +$486K | 1.06% | 20 |
|
|
2024
Q2 | $12.8M | Buy |
258,349
+9,220
| +4% | +$456K | 0.99% | 23 |
|
|
2024
Q1 | $12.5M | Buy |
249,129
+120,857
| +94% | +$6.06M | 0.98% | 25 |
|
|
2023
Q4 | $6.14M | Buy |
128,272
+1,880
| +1% | +$90.1K | 0.51% | 50 |
|
|
2023
Q3 | $5.53M | Buy |
126,392
+2,185
| +2% | +$95.5K | 0.54% | 47 |
|
|
2023
Q2 | $5.74M | Buy |
124,207
+6,195
| +5% | +$286K | 0.52% | 48 |
|
|
2023
Q1 | $5.33M | Buy |
118,012
+108,420
| +1,130% | +$4.9M | 0.64% | 43 |
|
|
2022
Q4 | $403K | Buy |
+9,592
| New | +$403K | 0.09% | 147 |
|
|
2022
Q3 | – | Sell |
-4,907
| Closed | -$200K | – | 207 |
|
|
2022
Q2 | $200K | Hold |
4,907
| – | – | 0.05% | 187 |
|
|
2022
Q1 | $236K | Hold |
4,907
| – | – | 0.06% | 185 |
|
|
2021
Q4 | $251K | Hold |
4,907
| – | – | 0.07% | 180 |
|
|
2021
Q3 | $248K | Hold |
4,907
| – | – | 0.13% | 162 |
|
|
2021
Q2 | $253K | Hold |
4,907
| – | – | 0.13% | 157 |
|
|
2021
Q1 | $241K | Hold |
4,907
| – | – | 0.13% | 161 |
|
|
2020
Q4 | $232K | Hold |
4,907
| – | – | 0.13% | 155 |
|
|
2020
Q3 | $201K | Buy |
+4,907
| New | +$201K | 0.13% | 153 |
|
|
2020
Q2 | – | Sell |
-10,842
| Closed | -$361K | – | 165 |
|
|
2020
Q1 | $361K | Sell |
10,842
-4,585
| -30% | -$153K | 0.23% | 90 |
|
|
2019
Q4 | $680K | Buy |
15,427
+2,550
| +20% | +$112K | 0.3% | 61 |
|
|
2019
Q3 | $529K | Buy |
12,877
+1,909
| +17% | +$78.4K | 0.26% | 72 |
|
|
2019
Q2 | $457K | Buy |
10,968
+1,943
| +22% | +$81K | 0.24% | 73 |
|
|
2019
Q1 | $369K | Buy |
9,025
+631
| +8% | +$25.8K | 0.21% | 91 |
|
|
2018
Q4 | $311K | Buy |
+8,394
| New | +$311K | 0.23% | 92 |
|