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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$1.09M	Sell	18,510 -1,465	-7%	-$85.8K	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%	-$171K	0.11%	161
2023 Q3	$1.47M	Hold	25,482	–	–	0.14%	137
2023 Q2	$1.47M	Sell	25,482 -9,257	-27%	-$539K	0.13%	138
2023 Q1	$2.03M	Buy	+34,739	New	+$2.02M	0.24%	85

Other funds holding VGSH

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

PCIG

Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

GYL Financial Synergies reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 7.3% in Q3 2024, selling an estimated $85.8K and leaving 18,510 shares worth $1.09M. The position accounts for 0.08% of the portfolio, ranked #178.

GYL Financial Synergies first reported a position in VGSH in Q1 2023 and has held it in 7 quarters since. The position peaked at $2.03M in Q1 2023. 844 funds tracked by Wall St. Rank hold VGSH as of Q3 2024.

GYL Financial Synergies held 18,510 shares of Vanguard Short-Term Treasury ETF worth $1.09M as of Q3 2024.
GYL Financial Synergies sold 1,465 Vanguard Short-Term Treasury ETF shares in Q3 2024, an estimated $85.8K.
Vanguard Short-Term Treasury ETF made up 0.08% of GYL Financial Synergies's portfolio in Q3 2024, its #178 holding.
GYL Financial Synergies first reported a position in Vanguard Short-Term Treasury ETF in Q1 2023 and has held it in 7 quarters since.
GYL Financial Synergies's Vanguard Short-Term Treasury ETF position peaked at $2.03M in Q1 2023.
844 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2024.

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