GYL Financial Synergies’s Vanguard Total Stock Market ETF VTI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$9.04M	Sell	31,908 -3,142	-9%	-$857K	0.68%	34
2024 Q2	$9.38M	Sell	35,050 -1,463	-4%	-$379K	0.72%	31
2024 Q1	$9.49M	Sell	36,513 -779	-2%	-$193K	0.74%	33
2023 Q4	$8.85M	Sell	37,292 -2,518	-6%	-$557K	0.73%	35
2023 Q3	$8.46M	Sell	39,810 -448	-1%	-$99.2K	0.82%	31
2023 Q2	$8.87M	Sell	40,258 -811	-2%	-$169K	0.81%	31
2023 Q1	$8.38M	Sell	41,069 -802	-2%	-$161K	1%	29
2022 Q4	$8.01M	Sell	41,871 -2,381	-5%	-$459K	1.73%	16
2022 Q3	$7.94M	Buy	44,252 +875	+2%	+$174K	2.17%	11
2022 Q2	$8.18M	Sell	43,377 -1,257	-3%	-$258K	2.23%	9
2022 Q1	$10.2M	Sell	44,634 -1,783	-4%	-$401K	2.43%	9
2021 Q4	$11.2M	Buy	46,417 +45,483	+4,870%	+$10.7M	3.03%	9
2021 Q3	$207K	Sell	934 -55	-6%	-$12.5K	0.11%	183
2021 Q2	$220K	Buy	+989	New	+$215K	0.11%	170