GYL Financial Synergies’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$1.09M Sell
18,510
-1,465
-7% -$86.5K 0.08% 178
2024
Q2
$1.16M Hold
19,975
0.09% 173
2024
Q1
$1.16M Sell
19,975
-2,552
-11% -$148K 0.09% 171
2023
Q4
$1.31M Sell
22,527
-2,955
-12% -$172K 0.11% 161
2023
Q3
$1.47M Hold
25,482
0.14% 137
2023
Q2
$1.47M Sell
25,482
-9,257
-27% -$534K 0.13% 138
2023
Q1
$2.03M Buy
+34,739
New +$2.03M 0.24% 85