GFS
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GYL Financial Synergies’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

GYL Financial Synergies’s Portfolio VEU Stock Details VEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$3.12M Buy
49,463
+3,639
+8% +$219K 0.23% 94
2024
Q2 		$2.69M Buy
45,824
+1,526
+3% +$89.5K 0.21% 100
2024
Q1 		$2.6M Buy
44,298
+3,124
+8% +$177K 0.2% 103
2023
Q4 		$2.31M Sell
41,174
-1,230
-3% -$65.2K 0.19% 110
2023
Q3 		$2.2M Sell
42,404
-450
-1% -$24.3K 0.21% 101
2023
Q2 		$2.33M Buy
42,854
+3,480
+9% +$189K 0.21% 100
2023
Q1 		$2.11M Buy
+39,374
New +$2.09M 0.25% 83

Other funds holding VEU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return