GYL Financial Synergies’s Vanguard US Quality Factor ETF VFQY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$9.72M	Buy	68,048 +669	+1%	+$92.2K	0.73%	32
2024 Q2	$9.04M	Sell	67,379 -1,976	-3%	-$263K	0.7%	36
2024 Q1	$9.5M	Sell	69,355 -319	-0.5%	-$41.5K	0.74%	32
2023 Q4	$8.81M	Buy	69,674 +1,825	+3%	+$212K	0.73%	36
2023 Q3	$7.62M	Sell	67,849 -6,380	-9%	-$738K	0.74%	35
2023 Q2	$8.47M	Sell	74,229 -10	-0%	-$1.08K	0.77%	34
2023 Q1	$8.04M	Sell	74,239 -37,129	-33%	-$4.06M	0.96%	30
2022 Q4	$11.7M	Buy	111,368 +14,251	+15%	+$1.5M	2.53%	7
2022 Q3	$9.25M	Buy	97,117 +41,300	+74%	+$4.31M	2.52%	9
2022 Q2	$5.47M	Buy	55,817 +5,009	+10%	+$534K	1.49%	15
2022 Q1	$5.91M	Buy	+50,808	New	+$5.92M	1.41%	14

Other funds holding VFQY

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CPCP

Cedar Point Capital Partners Cedar Rapids, Iowa $174M AUM 19.71% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

JAG

Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

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

GYL Financial Synergies increased its Vanguard US Quality Factor ETF (VFQY) stake by 0.99% in Q3 2024, buying an estimated $92.2K and bringing the position to 68,048 shares worth $9.72M. The position accounts for 0.73% of the portfolio, ranked #32.

GYL Financial Synergies first reported a position in VFQY in Q1 2022 and has held it in 11 quarters since. The position peaked at $11.7M in Q4 2022. 76 funds tracked by Wall St. Rank hold VFQY as of Q3 2024.

GYL Financial Synergies held 68,048 shares of Vanguard US Quality Factor ETF worth $9.72M as of Q3 2024.
GYL Financial Synergies bought 669 Vanguard US Quality Factor ETF shares in Q3 2024, an estimated $92.2K.
Vanguard US Quality Factor ETF made up 0.73% of GYL Financial Synergies's portfolio in Q3 2024, its #32 holding.
GYL Financial Synergies first reported a position in Vanguard US Quality Factor ETF in Q1 2022 and has held it in 11 quarters since.
GYL Financial Synergies's Vanguard US Quality Factor ETF position peaked at $11.7M in Q4 2022.
76 funds tracked by Wall St. Rank held Vanguard US Quality Factor ETF as of Q3 2024.

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