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GYL Financial Synergies’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

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

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

GYL Financial Synergies increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.34% in Q3 2024, buying an estimated $9.29K and bringing the position to 43,084 shares worth $2.84M. The position accounts for 0.21% of the portfolio, ranked #100.

GYL Financial Synergies first reported a position in VO in Q4 2018 and has held it in 24 quarters since. The position peaked at $4.41M in Q4 2021. 1,934 funds tracked by Wall St. Rank hold VO as of Q3 2024.

  • GYL Financial Synergies held 43,084 shares of Vanguard Morningstar Mid-Cap ETF worth $2.84M as of Q3 2024.
  • GYL Financial Synergies bought 148 Vanguard Morningstar Mid-Cap ETF shares in Q3 2024, an estimated $9.29K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.21% of GYL Financial Synergies's portfolio in Q3 2024, its #100 holding.
  • GYL Financial Synergies first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and has held it in 24 quarters since.
  • GYL Financial Synergies's Vanguard Morningstar Mid-Cap ETF position peaked at $4.41M in Q4 2021.
  • 1,934 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2024.

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