GYL Financial Synergies’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.84M | Buy |
43,084
+148
| +0.3% | +$9.29K | 0.21% | 100 |
|
|
2024
Q2 | $2.6M | Buy |
42,936
+1,160
| +3% | +$70.5K | 0.2% | 104 |
|
|
2024
Q1 | $2.61M | Sell |
41,776
-1,560
| -4% | -$92.2K | 0.2% | 101 |
|
|
2023
Q4 | $2.52M | Buy |
43,336
+12
| +0% | +$641 | 0.21% | 102 |
|
|
2023
Q3 | $2.26M | Buy |
43,324
+52
| +0.1% | +$2.85K | 0.22% | 98 |
|
|
2023
Q2 | $2.38M | Hold |
43,272
| – | – | 0.22% | 98 |
|
|
2023
Q1 | $2.28M | Buy |
43,272
+580
| +1% | +$30.9K | 0.27% | 75 |
|
|
2022
Q4 | $2.18M | Sell |
42,692
-124
| -0.3% | -$6.32K | 0.47% | 39 |
|
|
2022
Q3 | $2.01M | Sell |
42,816
-212
| -0.5% | -$11.1K | 0.55% | 32 |
|
|
2022
Q2 | $2.12M | Sell |
43,028
-1,536
| -3% | -$83K | 0.58% | 26 |
|
|
2022
Q1 | $2.65M | Sell |
44,564
-24,640
| -36% | -$1.45M | 0.63% | 21 |
|
|
2021
Q4 | $4.41M | Hold |
69,204
| – | – | 1.19% | 15 |
|
|
2021
Q3 | $4.1M | Sell |
69,204
-2,868
| -4% | -$173K | 2.09% | 8 |
|
|
2021
Q2 | $4.28M | Buy |
72,072
+104
| +0.1% | +$6.03K | 2.21% | 8 |
|
|
2021
Q1 | $3.98M | Buy |
71,968
+1,208
| +2% | +$65.6K | 2.19% | 8 |
|
|
2020
Q4 | $3.66M | Buy |
70,760
+3,636
| +5% | +$176K | 2.11% | 8 |
|
|
2020
Q3 | $2.96M | Sell |
67,124
-1,316
| -2% | -$57.3K | 1.94% | 10 |
|
|
2020
Q2 | $2.81M | Sell |
68,440
-1,408
| -2% | -$53.9K | 2.03% | 11 |
|
|
2020
Q1 | $2.3M | Buy |
69,848
+6,060
| +10% | +$251K | 1.47% | 13 |
|
|
2019
Q4 | $2.84M | Hold |
63,788
| – | – | 1.26% | 11 |
|
|
2019
Q3 | $2.67M | Buy |
63,788
+340
| +0.5% | +$14.2K | 1.33% | 11 |
|
|
2019
Q2 | $2.65M | Hold |
63,448
| – | – | 1.4% | 11 |
|
|
2019
Q1 | $2.55M | Buy |
63,448
+2,380
| +4% | +$91.5K | 1.43% | 12 |
|
|
2018
Q4 | $2.11M | Buy |
+61,068
| New | +$2.29M | 1.53% | 11 |
|
Other funds holding VO
RJA
