GYL Financial Synergies’s Vanguard Health Care ETF VHT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$7.68M	Sell	27,230 -1,478	-5%	-$411K	0.58%	40
2024 Q2	$7.64M	Sell	28,708 -586	-2%	-$154K	0.59%	42
2024 Q1	$7.92M	Sell	29,294 -328	-1%	-$86.2K	0.62%	41
2023 Q4	$7.43M	Sell	29,622 -7,550	-20%	-$1.79M	0.61%	41
2023 Q3	$8.74M	Sell	37,172 -1,083	-3%	-$264K	0.85%	28
2023 Q2	$9.37M	Sell	38,255 -1,316	-3%	-$320K	0.85%	29
2023 Q1	$9.44M	Buy	39,571 +3,939	+11%	+$948K	1.13%	25
2022 Q4	$8.84M	Sell	35,632 -146	-0.4%	-$35.4K	1.91%	12
2022 Q3	$8M	Sell	35,778 -263	-0.7%	-$62.8K	2.18%	10
2022 Q2	$8.49M	Sell	36,041 -60,724	-63%	-$14.6M	2.32%	8
2022 Q1	$24.6M	Sell	96,765 -5,317	-5%	-$1.31M	5.89%	3
2021 Q4	$27.2M	Buy	102,082 +99,815	+4,403%	+$25.5M	7.34%	2
2021 Q3	$560K	Buy	+2,267	New	+$582K	0.29%	88

Other funds holding VHT

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

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

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

PCH

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

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

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

GYL Financial Synergies reduced its Vanguard Health Care ETF (VHT) stake by 5.1% in Q3 2024, selling an estimated $411K and leaving 27,230 shares worth $7.68M. The position accounts for 0.58% of the portfolio, ranked #40.

GYL Financial Synergies first reported a position in VHT in Q3 2021 and has held it in 13 quarters since. The position peaked at $27.2M in Q4 2021. 1,030 funds tracked by Wall St. Rank hold VHT as of Q3 2024.

GYL Financial Synergies held 27,230 shares of Vanguard Health Care ETF worth $7.68M as of Q3 2024.
GYL Financial Synergies sold 1,478 Vanguard Health Care ETF shares in Q3 2024, an estimated $411K.
Vanguard Health Care ETF made up 0.58% of GYL Financial Synergies's portfolio in Q3 2024, its #40 holding.
GYL Financial Synergies first reported a position in Vanguard Health Care ETF in Q3 2021 and has held it in 13 quarters since.
GYL Financial Synergies's Vanguard Health Care ETF position peaked at $27.2M in Q4 2021.
1,030 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q3 2024.

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