GYL Financial Synergies’s Vanguard Information Technology ETF VGT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$445K	Buy	6,072 +504	+9%	+$35.8K	0.03%	252
2024 Q2	$401K	Hold	5,568	–	–	0.03%	260
2024 Q1	$365K	Buy	5,568 +80	+1%	+$5.07K	0.03%	278
2023 Q4	$332K	Hold	5,488	–	–	0.03%	279
2023 Q3	$285K	Hold	5,488	–	–	0.03%	277
2023 Q2	$303K	Hold	5,488	–	–	0.03%	282
2023 Q1	$264K	Hold	5,488	–	–	0.03%	247
2022 Q4	$219K	Hold	5,488	–	–	0.05%	204
2022 Q3	$211K	Hold	5,488	–	–	0.06%	181
2022 Q2	$224K	Buy	5,488 +16	+0.3%	+$721	0.06%	172
2022 Q1	$285K	Sell	5,472 -1,264	-19%	-$64.9K	0.07%	161
2021 Q4	$386K	Buy	6,736 +672	+11%	+$36.9K	0.1%	146
2021 Q3	$304K	Hold	6,064	–	–	0.16%	142
2021 Q2	$302K	Sell	6,064 -240	-4%	-$11.3K	0.16%	145
2021 Q1	$282K	Buy	6,304 +1,184	+23%	+$53.3K	0.16%	148
2020 Q4	$226K	Sell	5,120 -400	-7%	-$16.5K	0.13%	158
2020 Q3	$215K	Buy	+5,520	New	+$208K	0.14%	146

Other funds holding VGT

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

GYL Financial Synergies increased its Vanguard Information Technology ETF (VGT) stake by 9.1% in Q3 2024, buying an estimated $35.8K and bringing the position to 6,072 shares worth $445K. The position accounts for 0.03% of the portfolio, ranked #252.

GYL Financial Synergies first reported a position in VGT in Q3 2020 and has held it in 17 quarters since. 1,575 funds tracked by Wall St. Rank hold VGT as of Q3 2024.

GYL Financial Synergies held 6,072 shares of Vanguard Information Technology ETF worth $445K as of Q3 2024.
GYL Financial Synergies bought 504 Vanguard Information Technology ETF shares in Q3 2024, an estimated $35.8K.
Vanguard Information Technology ETF made up 0.03% of GYL Financial Synergies's portfolio in Q3 2024, its #252 holding.
GYL Financial Synergies first reported a position in Vanguard Information Technology ETF in Q3 2020 and has held it in 17 quarters since.
1,575 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2024.

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