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GYL Financial Synergies’s Vanguard Real Estate ETF VNQ Stock Holding History

GYL Financial Synergies’s Portfolio VNQ Stock Details VNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$300K Hold
3,082
– – 0.02% 296
2024
Q2 		$258K Buy
+3,082
New +$255K 0.02% 314

Other funds holding VNQ

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

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

GYL Financial Synergies held its Vanguard Real Estate ETF (VNQ) position steady in Q3 2024 at 3,082 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #296.

GYL Financial Synergies first reported a position in VNQ in Q2 2024 and has held it in 2 quarters since. 1,659 funds tracked by Wall St. Rank hold VNQ as of Q3 2024.

  • GYL Financial Synergies held 3,082 shares of Vanguard Real Estate ETF worth $300K as of Q3 2024.
  • GYL Financial Synergies left its Vanguard Real Estate ETF share count unchanged in Q3 2024.
  • Vanguard Real Estate ETF made up 0.02% of GYL Financial Synergies's portfolio in Q3 2024, its #296 holding.
  • GYL Financial Synergies first reported a position in Vanguard Real Estate ETF in Q2 2024 and has held it in 2 quarters since.
  • 1,659 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q3 2024.

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