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GYL Financial Synergies’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

GYL Financial Synergies’s Portfolio VWO Stock Details VWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$3.94M Buy
82,327
+1,162
+1% +$51.7K 0.3% 82
2024
Q2 		$3.55M Buy
81,165
+1,141
+1% +$49.1K 0.27% 88
2024
Q1 		$3.34M Sell
80,024
-99
-0.1% -$4.04K 0.26% 89
2023
Q4 		$3.29M Sell
80,123
-2,988
-4% -$119K 0.27% 88
2023
Q3 		$3.26M Buy
83,111
+1,026
+1% +$41.9K 0.32% 80
2023
Q2 		$3.34M Buy
82,085
+1,897
+2% +$76.5K 0.3% 82
2023
Q1 		$3.24M Buy
80,188
+44,735
+126% +$1.82M 0.39% 59
2022
Q4 		$1.38M Buy
35,453
+3,094
+10% +$118K 0.3% 50
2022
Q3 		$1.18M Buy
32,359
+8,878
+38% +$360K 0.32% 49
2022
Q2 		$978K Buy
23,481
+4,568
+24% +$197K 0.27% 56
2022
Q1 		$872K Buy
18,913
+282
+2% +$13.6K 0.21% 64
2021
Q4 		$921K Buy
18,631
+56
+0.3% +$2.82K 0.25% 69
2021
Q3 		$929K Buy
18,575
+8
+0% +$413 0.47% 48
2021
Q2 		$1.01M Buy
18,567
+611
+3% +$32.5K 0.52% 42
2021
Q1 		$935K Sell
17,956
-198
-1% -$10.5K 0.51% 42
2020
Q4 		$910K Sell
18,154
-327
-2% -$15.4K 0.52% 40
2020
Q3 		$799K Sell
18,481
-23
-0.1% -$1K 0.52% 39
2020
Q2 		$733K Sell
18,504
-4,671
-20% -$173K 0.53% 43
2020
Q1 		$778K Buy
23,175
+10,848
+88% +$442K 0.5% 39
2019
Q4 		$548K Buy
12,327
+1,208
+11% +$51.2K 0.24% 74
2019
Q3 		$448K Hold
11,119
– – 0.22% 85
2019
Q2 		$473K Sell
11,119
-894
-7% -$37.6K 0.25% 70
2019
Q1 		$511K Sell
12,013
-51
-0.4% -$2.1K 0.29% 64
2018
Q4 		$460K Buy
+12,064
New +$467K 0.33% 60

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

GYL Financial Synergies increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1.4% in Q3 2024, buying an estimated $51.7K and bringing the position to 82,327 shares worth $3.94M. The position accounts for 0.3% of the portfolio, ranked #82.

GYL Financial Synergies first reported a position in VWO in Q4 2018 and has held it in 24 quarters since. 2,087 funds tracked by Wall St. Rank hold VWO as of Q3 2024.

  • GYL Financial Synergies held 82,327 shares of Vanguard FTSE Emerging Markets ETF worth $3.94M as of Q3 2024.
  • GYL Financial Synergies bought 1,162 Vanguard FTSE Emerging Markets ETF shares in Q3 2024, an estimated $51.7K.
  • Vanguard FTSE Emerging Markets ETF made up 0.3% of GYL Financial Synergies's portfolio in Q3 2024, its #82 holding.
  • GYL Financial Synergies first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2018 and has held it in 24 quarters since.
  • 2,087 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2024.

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