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

GYL Financial Synergies’s Portfolio VOOG Stock Details VOOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$1.6M	Sell	27,762 -2,694	-9%	-$150K	0.12%	150
2024 Q2	$1.69M	Hold	30,456	–	–	0.13%	140
2024 Q1	$1.55M	Hold	30,456	–	–	0.12%	146
2023 Q4	$1.37M	Sell	30,456 -6	-0%	-$257	0.11%	156
2023 Q3	$1.25M	Hold	30,462	–	–	0.12%	155
2023 Q2	$1.29M	Sell	30,462 -26,700	-47%	-$1.06M	0.12%	157
2023 Q1	$2.2M	Hold	57,162	–	–	0.26%	80
2022 Q4	$2.01M	Sell	57,162 -1,326	-2%	-$47.9K	0.44%	40
2022 Q3	$2.03M	Buy	58,488 +8,322	+17%	+$325K	0.55%	31
2022 Q2	$1.82M	Buy	50,166 +22,866	+84%	+$910K	0.5%	29
2022 Q1	$1.25M	Hold	27,300	–	–	0.3%	44
2021 Q4	$1.37M	Buy	27,300 +600	+2%	+$29.1K	0.37%	42
2021 Q3	$1.19M	Hold	26,700	–	–	0.61%	33
2021 Q2	$1.17M	Hold	26,700	–	–	0.6%	33
2021 Q1	$1.05M	Hold	26,700	–	–	0.58%	35
2020 Q4	$1.02M	Buy	+26,700	New	+$974K	0.59%	32

Other funds holding VOOG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWM

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

GYL Financial Synergies reduced its Vanguard S&P 500 Growth ETF (VOOG) stake by 8.8% in Q3 2024, selling an estimated $150K and leaving 27,762 shares worth $1.6M. The position accounts for 0.12% of the portfolio, ranked #150.

GYL Financial Synergies first reported a position in VOOG in Q4 2020 and has held it in 16 quarters since. The position peaked at $2.2M in Q1 2023. 505 funds tracked by Wall St. Rank hold VOOG as of Q3 2024.

GYL Financial Synergies held 27,762 shares of Vanguard S&P 500 Growth ETF worth $1.6M as of Q3 2024.
GYL Financial Synergies sold 2,694 Vanguard S&P 500 Growth ETF shares in Q3 2024, an estimated $150K.
Vanguard S&P 500 Growth ETF made up 0.12% of GYL Financial Synergies's portfolio in Q3 2024, its #150 holding.
GYL Financial Synergies first reported a position in Vanguard S&P 500 Growth ETF in Q4 2020 and has held it in 16 quarters since.
GYL Financial Synergies's Vanguard S&P 500 Growth ETF position peaked at $2.2M in Q1 2023.
505 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2024.

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