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GYL Financial Synergies’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

GYL Financial Synergies’s Portfolio VEA Stock Details VEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$14.1M Buy
267,548
+9,199
+4% +$468K 1.06% 20
2024
Q2 		$12.8M Buy
258,349
+9,220
+4% +$459K 0.99% 23
2024
Q1 		$12.5M Buy
249,129
+120,857
+94% +$5.84M 0.98% 25
2023
Q4 		$6.14M Buy
128,272
+1,880
+1% +$84.2K 0.51% 50
2023
Q3 		$5.53M Buy
126,392
+2,185
+2% +$100K 0.54% 47
2023
Q2 		$5.74M Buy
124,207
+6,195
+5% +$285K 0.52% 48
2023
Q1 		$5.33M Buy
118,012
+108,420
+1,130% +$4.83M 0.64% 43
2022
Q4 		$403K Buy
+9,592
New +$389K 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% -$184K 0.23% 90
2019
Q4 		$680K Buy
15,427
+2,550
+20% +$109K 0.3% 61
2019
Q3 		$529K Buy
12,877
+1,909
+17% +$78K 0.26% 72
2019
Q2 		$457K Buy
10,968
+1,943
+22% +$80.1K 0.24% 73
2019
Q1 		$369K Buy
9,025
+631
+8% +$25.2K 0.21% 91
2018
Q4 		$311K Buy
+8,394
New +$332K 0.23% 92

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

GYL Financial Synergies increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 3.6% in Q3 2024, buying an estimated $468K and bringing the position to 267,548 shares worth $14.1M. The position accounts for 1.06% of the portfolio, ranked #20.

GYL Financial Synergies first reported a position in VEA in Q4 2018 and has held it in 22 quarters since. 2,209 funds tracked by Wall St. Rank hold VEA as of Q3 2024.

  • GYL Financial Synergies held 267,548 shares of Vanguard FTSE Developed Markets ETF worth $14.1M as of Q3 2024.
  • GYL Financial Synergies bought 9,199 Vanguard FTSE Developed Markets ETF shares in Q3 2024, an estimated $468K.
  • Vanguard FTSE Developed Markets ETF made up 1.06% of GYL Financial Synergies's portfolio in Q3 2024, its #20 holding.
  • GYL Financial Synergies first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2018 and has held it in 22 quarters since.
  • 2,209 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2024.

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