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GYL Financial Synergies’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

GYL Financial Synergies’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$5.13M Sell
25,906
-716
-3% -$136K 0.39% 66
2024
Q2 		$4.86M Sell
26,622
-534
-2% -$96.1K 0.38% 67
2024
Q1 		$4.96M Sell
27,156
-574
-2% -$101K 0.39% 65
2023
Q4 		$4.73M Sell
27,730
-3,929
-12% -$632K 0.39% 66
2023
Q3 		$4.92M Sell
31,659
-77,598
-71% -$12.6M 0.48% 54
2023
Q2 		$17.7M Sell
109,257
-6,272
-5% -$982K 1.62% 8
2023
Q1 		$17.8M Sell
115,529
-2,962
-2% -$454K 2.13% 5
2022
Q4 		$18M Sell
118,491
-4,606
-4% -$686K 3.9% 3
2022
Q3 		$16.6M Sell
123,097
-2,526
-2% -$376K 4.54% 3
2022
Q2 		$18M Sell
125,623
-5,003
-4% -$761K 4.92% 3
2022
Q1 		$21.2M Sell
130,626
-9,793
-7% -$1.58M 5.07% 4
2021
Q4 		$24.1M Buy
140,419
+134,069
+2,111% +$22.1M 6.51% 3
2021
Q3 		$975K Buy
6,350
+3,826
+152% +$610K 0.5% 41
2021
Q2 		$391K Buy
2,524
+2
+0.1% +$307 0.2% 126
2021
Q1 		$371K Sell
2,522
-66
-3% -$9.39K 0.2% 125
2020
Q4 		$365K Sell
2,588
-221
-8% -$30K 0.21% 119
2020
Q3 		$361K Buy
2,809
+41
+1% +$5.16K 0.24% 107
2020
Q2 		$324K Sell
2,768
-186
-6% -$21.2K 0.23% 106
2020
Q1 		$305K Buy
2,954
+2
+0.1% +$239 0.19% 100
2019
Q4 		$368K Buy
2,952
+3
+0.1% +$363 0.16% 106
2019
Q3 		$353K Buy
2,949
+328
+13% +$38.7K 0.18% 107
2019
Q2 		$302K Buy
2,621
+2
+0.1% +$224 0.16% 110
2019
Q1 		$287K Buy
2,619
+400
+18% +$42.2K 0.16% 113
2018
Q4 		$217K Buy
+2,219
New +$231K 0.16% 124

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

GYL Financial Synergies reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.7% in Q3 2024, selling an estimated $136K and leaving 25,906 shares worth $5.13M. The position accounts for 0.39% of the portfolio, ranked #66.

GYL Financial Synergies first reported a position in VIG in Q4 2018 and has held it in 24 quarters since. The position peaked at $24.1M in Q4 2021. 2,106 funds tracked by Wall St. Rank hold VIG as of Q3 2024.

  • GYL Financial Synergies held 25,906 shares of Vanguard Dividend Appreciation ETF worth $5.13M as of Q3 2024.
  • GYL Financial Synergies sold 716 Vanguard Dividend Appreciation ETF shares in Q3 2024, an estimated $136K.
  • Vanguard Dividend Appreciation ETF made up 0.39% of GYL Financial Synergies's portfolio in Q3 2024, its #66 holding.
  • GYL Financial Synergies first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 24 quarters since.
  • GYL Financial Synergies's Vanguard Dividend Appreciation ETF position peaked at $24.1M in Q4 2021.
  • 2,106 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2024.

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