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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

GYL Financial Synergies increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 7.9% in Q3 2024, buying an estimated $219K and bringing the position to 49,463 shares worth $3.12M. The position accounts for 0.23% of the portfolio, ranked #94.

GYL Financial Synergies first reported a position in VEU in Q1 2023 and has held it in 7 quarters since. 1,240 funds tracked by Wall St. Rank hold VEU as of Q3 2024.

GYL Financial Synergies held 49,463 shares of Vanguard FTSE All-World ex-US ETF worth $3.12M as of Q3 2024.
GYL Financial Synergies bought 3,639 Vanguard FTSE All-World ex-US ETF shares in Q3 2024, an estimated $219K.
Vanguard FTSE All-World ex-US ETF made up 0.23% of GYL Financial Synergies's portfolio in Q3 2024, its #94 holding.
GYL Financial Synergies first reported a position in Vanguard FTSE All-World ex-US ETF in Q1 2023 and has held it in 7 quarters since.
1,240 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2024.

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