GYL Financial Synergies’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.6M | Sell |
4,627
-449
| -9% | -$155K | 0.12% | 150 |
|
|
2024
Q2 | $1.69M | Hold |
5,076
| – | – | 0.13% | 140 |
|
|
2024
Q1 | $1.55M | Hold |
5,076
| – | – | 0.12% | 146 |
|
|
2023
Q4 | $1.37M | Sell |
5,076
-1
| -0% | -$271 | 0.11% | 156 |
|
|
2023
Q3 | $1.25M | Hold |
5,077
| – | – | 0.12% | 155 |
|
|
2023
Q2 | $1.29M | Sell |
5,077
-4,450
| -47% | -$1.13M | 0.12% | 157 |
|
|
2023
Q1 | $2.2M | Hold |
9,527
| – | – | 0.26% | 80 |
|
|
2022
Q4 | $2.01M | Sell |
9,527
-221
| -2% | -$46.6K | 0.44% | 40 |
|
|
2022
Q3 | $2.03M | Buy |
9,748
+1,387
| +17% | +$289K | 0.55% | 31 |
|
|
2022
Q2 | $1.82M | Buy |
8,361
+3,811
| +84% | +$830K | 0.5% | 29 |
|
|
2022
Q1 | $1.25M | Hold |
4,550
| – | – | 0.3% | 44 |
|
|
2021
Q4 | $1.37M | Buy |
4,550
+100
| +2% | +$30.2K | 0.37% | 42 |
|
|
2021
Q3 | $1.19M | Hold |
4,450
| – | – | 0.61% | 33 |
|
|
2021
Q2 | $1.17M | Hold |
4,450
| – | – | 0.6% | 33 |
|
|
2021
Q1 | $1.05M | Hold |
4,450
| – | – | 0.58% | 35 |
|
|
2020
Q4 | $1.02M | Buy |
+4,450
| New | +$1.02M | 0.59% | 32 |
|