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

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