GYL Financial Synergies’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.84M | Buy |
10,771
+37
| +0.3% | +$9.76K | 0.21% | 100 |
|
|
2024
Q2 | $2.6M | Buy |
10,734
+290
| +3% | +$70.2K | 0.2% | 104 |
|
|
2024
Q1 | $2.61M | Sell |
10,444
-390
| -4% | -$97.4K | 0.2% | 101 |
|
|
2023
Q4 | $2.52M | Buy |
10,834
+3
| +0% | +$698 | 0.21% | 102 |
|
|
2023
Q3 | $2.26M | Buy |
10,831
+13
| +0.1% | +$2.71K | 0.22% | 98 |
|
|
2023
Q2 | $2.38M | Hold |
10,818
| – | – | 0.22% | 98 |
|
|
2023
Q1 | $2.28M | Buy |
10,818
+145
| +1% | +$30.6K | 0.27% | 75 |
|
|
2022
Q4 | $2.18M | Sell |
10,673
-31
| -0.3% | -$6.32K | 0.47% | 39 |
|
|
2022
Q3 | $2.01M | Sell |
10,704
-53
| -0.5% | -$9.96K | 0.55% | 32 |
|
|
2022
Q2 | $2.12M | Sell |
10,757
-384
| -3% | -$75.6K | 0.58% | 26 |
|
|
2022
Q1 | $2.65M | Sell |
11,141
-6,160
| -36% | -$1.47M | 0.63% | 21 |
|
|
2021
Q4 | $4.41M | Hold |
17,301
| – | – | 1.19% | 15 |
|
|
2021
Q3 | $4.1M | Sell |
17,301
-717
| -4% | -$170K | 2.09% | 8 |
|
|
2021
Q2 | $4.28M | Buy |
18,018
+26
| +0.1% | +$6.17K | 2.21% | 8 |
|
|
2021
Q1 | $3.98M | Buy |
17,992
+302
| +2% | +$66.8K | 2.19% | 8 |
|
|
2020
Q4 | $3.66M | Buy |
17,690
+909
| +5% | +$188K | 2.11% | 8 |
|
|
2020
Q3 | $2.96M | Sell |
16,781
-329
| -2% | -$58K | 1.94% | 10 |
|
|
2020
Q2 | $2.81M | Sell |
17,110
-352
| -2% | -$57.7K | 2.03% | 11 |
|
|
2020
Q1 | $2.3M | Buy |
17,462
+1,515
| +10% | +$199K | 1.47% | 13 |
|
|
2019
Q4 | $2.84M | Hold |
15,947
| – | – | 1.26% | 11 |
|
|
2019
Q3 | $2.67M | Buy |
15,947
+85
| +0.5% | +$14.2K | 1.33% | 11 |
|
|
2019
Q2 | $2.65M | Hold |
15,862
| – | – | 1.4% | 11 |
|
|
2019
Q1 | $2.55M | Buy |
15,862
+595
| +4% | +$95.7K | 1.43% | 12 |
|
|
2018
Q4 | $2.11M | Buy |
+15,267
| New | +$2.11M | 1.53% | 11 |
|