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

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

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

GYL Financial Synergies reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 9% in Q3 2024, selling an estimated $857K and leaving 31,908 shares worth $9.04M. The position accounts for 0.68% of the portfolio, ranked #34.

GYL Financial Synergies first reported a position in VTI in Q2 2021 and has held it in 14 quarters since. The position peaked at $11.2M in Q4 2021. 2,851 funds tracked by Wall St. Rank hold VTI as of Q3 2024.

  • GYL Financial Synergies held 31,908 shares of Vanguard Morningstar Total Stock Market ETF worth $9.04M as of Q3 2024.
  • GYL Financial Synergies sold 3,142 Vanguard Morningstar Total Stock Market ETF shares in Q3 2024, an estimated $857K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.68% of GYL Financial Synergies's portfolio in Q3 2024, its #34 holding.
  • GYL Financial Synergies first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2021 and has held it in 14 quarters since.
  • GYL Financial Synergies's Vanguard Morningstar Total Stock Market ETF position peaked at $11.2M in Q4 2021.
  • 2,851 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2024.

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