GYL Financial Synergies’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $9.04M | Sell |
31,908
-3,142
| -9% | -$890K | 0.68% | 34 |
|
|
2024
Q2 | $9.38M | Sell |
35,050
-1,463
| -4% | -$391K | 0.72% | 31 |
|
|
2024
Q1 | $9.49M | Sell |
36,513
-779
| -2% | -$202K | 0.74% | 33 |
|
|
2023
Q4 | $8.85M | Sell |
37,292
-2,518
| -6% | -$597K | 0.73% | 35 |
|
|
2023
Q3 | $8.46M | Sell |
39,810
-448
| -1% | -$95.2K | 0.82% | 31 |
|
|
2023
Q2 | $8.87M | Sell |
40,258
-811
| -2% | -$179K | 0.81% | 31 |
|
|
2023
Q1 | $8.38M | Sell |
41,069
-802
| -2% | -$164K | 1% | 29 |
|
|
2022
Q4 | $8.01M | Sell |
41,871
-2,381
| -5% | -$455K | 1.73% | 16 |
|
|
2022
Q3 | $7.94M | Buy |
44,252
+875
| +2% | +$157K | 2.17% | 11 |
|
|
2022
Q2 | $8.18M | Sell |
43,377
-1,257
| -3% | -$237K | 2.23% | 9 |
|
|
2022
Q1 | $10.2M | Sell |
44,634
-1,783
| -4% | -$406K | 2.43% | 9 |
|
|
2021
Q4 | $11.2M | Buy |
46,417
+45,483
| +4,870% | +$11M | 3.03% | 9 |
|
|
2021
Q3 | $207K | Sell |
934
-55
| -6% | -$12.2K | 0.11% | 183 |
|
|
2021
Q2 | $220K | Buy |
+989
| New | +$220K | 0.11% | 170 |
|