GYL Financial Synergies’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $7.32M | Buy |
13,870
+501
| +4% | +$264K | 0.55% | 43 |
|
|
2024
Q2 | $6.69M | Buy |
13,369
+952
| +8% | +$476K | 0.52% | 48 |
|
|
2024
Q1 | $5.97M | Sell |
12,417
-2,602
| -17% | -$1.25M | 0.47% | 55 |
|
|
2023
Q4 | $6.56M | Buy |
15,019
+3,599
| +32% | +$1.57M | 0.54% | 45 |
|
|
2023
Q3 | $4.48M | Buy |
11,420
+249
| +2% | +$97.8K | 0.44% | 57 |
|
|
2023
Q2 | $4.55M | Sell |
11,171
-351
| -3% | -$143K | 0.41% | 56 |
|
|
2023
Q1 | $4.33M | Buy |
11,522
+7,836
| +213% | +$2.95M | 0.52% | 51 |
|
|
2022
Q4 | $1.29M | Sell |
3,686
-2,607
| -41% | -$916K | 0.28% | 57 |
|
|
2022
Q3 | $2.07M | Buy |
6,293
+2,777
| +79% | +$912K | 0.56% | 28 |
|
|
2022
Q2 | $1.22M | Buy |
3,516
+898
| +34% | +$312K | 0.33% | 46 |
|
|
2022
Q1 | $1.09M | Sell |
2,618
-2,116
| -45% | -$879K | 0.26% | 53 |
|
|
2021
Q4 | $2.07M | Buy |
4,734
+1,805
| +62% | +$788K | 0.56% | 32 |
|
|
2021
Q3 | $1.16M | Buy |
2,929
+604
| +26% | +$238K | 0.59% | 34 |
|
|
2021
Q2 | $915K | Buy |
2,325
+96
| +4% | +$37.8K | 0.47% | 48 |
|
|
2021
Q1 | $812K | Sell |
2,229
-31
| -1% | -$11.3K | 0.45% | 56 |
|
|
2020
Q4 | $777K | Buy |
2,260
+999
| +79% | +$343K | 0.45% | 53 |
|
|
2020
Q3 | $388K | Buy |
1,261
+6
| +0.5% | +$1.85K | 0.25% | 102 |
|
|
2020
Q2 | $356K | Sell |
1,255
-317
| -20% | -$89.9K | 0.26% | 96 |
|
|
2020
Q1 | $372K | Buy |
1,572
+24
| +2% | +$5.68K | 0.24% | 83 |
|
|
2019
Q4 | $458K | Buy |
1,548
+249
| +19% | +$73.7K | 0.2% | 85 |
|
|
2019
Q3 | $354K | Sell |
1,299
-8
| -0.6% | -$2.18K | 0.18% | 106 |
|
|
2019
Q2 | $352K | Sell |
1,307
-625
| -32% | -$168K | 0.19% | 97 |
|
|
2019
Q1 | $501K | Buy |
1,932
+437
| +29% | +$113K | 0.28% | 66 |
|
|
2018
Q4 | $344K | Buy |
+1,495
| New | +$344K | 0.25% | 80 |
|