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

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