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GYL Financial Synergies’s Vanguard S&P 500 ETF VOO Stock Holding History

GYL Financial Synergies’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$7.32M Buy
13,870
+501
+4% +$255K 0.55% 43
2024
Q2 		$6.69M Buy
13,369
+952
+8% +$458K 0.52% 48
2024
Q1 		$5.97M Sell
12,417
-2,602
-17% -$1.19M 0.47% 55
2023
Q4 		$6.56M Buy
15,019
+3,599
+32% +$1.47M 0.54% 45
2023
Q3 		$4.48M Buy
11,420
+249
+2% +$102K 0.44% 57
2023
Q2 		$4.55M Sell
11,171
-351
-3% -$135K 0.41% 56
2023
Q1 		$4.33M Buy
11,522
+7,836
+213% +$2.87M 0.52% 51
2022
Q4 		$1.29M Sell
3,686
-2,607
-41% -$921K 0.28% 57
2022
Q3 		$2.07M Buy
6,293
+2,777
+79% +$1.01M 0.56% 28
2022
Q2 		$1.22M Buy
3,516
+898
+34% +$338K 0.33% 46
2022
Q1 		$1.09M Sell
2,618
-2,116
-45% -$866K 0.26% 53
2021
Q4 		$2.07M Buy
4,734
+1,805
+62% +$762K 0.56% 32
2021
Q3 		$1.16M Buy
2,929
+604
+26% +$245K 0.59% 34
2021
Q2 		$915K Buy
2,325
+96
+4% +$36.9K 0.47% 48
2021
Q1 		$812K Sell
2,229
-31
-1% -$11K 0.45% 56
2020
Q4 		$777K Buy
2,260
+999
+79% +$326K 0.45% 53
2020
Q3 		$388K Buy
1,261
+6
+0.5% +$1.83K 0.25% 102
2020
Q2 		$356K Sell
1,255
-317
-20% -$85.3K 0.26% 96
2020
Q1 		$372K Buy
1,572
+24
+2% +$6.72K 0.24% 83
2019
Q4 		$458K Buy
1,548
+249
+19% +$70.4K 0.2% 85
2019
Q3 		$354K Sell
1,299
-8
-0.6% -$2.17K 0.18% 106
2019
Q2 		$352K Sell
1,307
-625
-32% -$165K 0.19% 97
2019
Q1 		$501K Buy
1,932
+437
+29% +$109K 0.28% 66
2018
Q4 		$344K Buy
+1,495
New +$370K 0.25% 80

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

GYL Financial Synergies increased its Vanguard S&P 500 ETF (VOO) stake by 3.7% in Q3 2024, buying an estimated $255K and bringing the position to 13,870 shares worth $7.32M. The position accounts for 0.55% of the portfolio, ranked #43.

GYL Financial Synergies first reported a position in VOO in Q4 2018 and has held it in 24 quarters since. 2,932 funds tracked by Wall St. Rank hold VOO as of Q3 2024.

  • GYL Financial Synergies held 13,870 shares of Vanguard S&P 500 ETF worth $7.32M as of Q3 2024.
  • GYL Financial Synergies bought 501 Vanguard S&P 500 ETF shares in Q3 2024, an estimated $255K.
  • Vanguard S&P 500 ETF made up 0.55% of GYL Financial Synergies's portfolio in Q3 2024, its #43 holding.
  • GYL Financial Synergies first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 24 quarters since.
  • 2,932 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2024.

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