A detailed history of Gyl Financial Synergies, LLC transactions in Vanguard Wellington Fd U S Qua stock. As of the latest transaction made, Gyl Financial Synergies, LLC holds 68,048 shares of VFQY stock, worth $9.78 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
68,048
Previous 67,379 0.99%
Holding current value
$9.78 Million
Previous $9.04 Million 7.6%
% of portfolio
0.74%
Previous 0.71%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

BUY
$130.03 - $143.03 $86,990 - $95,687
669 Added 0.99%
68,048 $9.72 Million
Q2 2024

Jul 23, 2024

SELL
$128.05 - $136.02 $253,026 - $268,775
-1,976 Reduced 2.85%
67,379 $9.04 Million
Q1 2024

May 14, 2024

SELL
$123.23 - $136.93 $39,310 - $43,680
-319 Reduced 0.46%
69,355 $9.5 Million
Q4 2023

Feb 09, 2024

BUY
$106.56 - $127.53 $194,472 - $232,742
1,825 Added 2.69%
69,674 $8.81 Million
Q3 2023

Nov 06, 2023

SELL
$110.74 - $119.2 $706,521 - $760,496
-6,380 Reduced 8.6%
67,849 $7.62 Million
Q2 2023

Aug 14, 2023

SELL
$103.67 - $114.06 $1,036 - $1,140
-10 Reduced 0.01%
74,229 $8.47 Million
Q1 2023

May 15, 2023

SELL
$103.33 - $115.07 $3.84 Million - $4.27 Million
-37,129 Reduced 33.34%
74,239 $8.04 Million
Q4 2022

Feb 06, 2023

BUY
$97.37 - $112.0 $1.39 Million - $1.6 Million
14,251 Added 14.67%
111,368 $11.7 Million
Q3 2022

Nov 01, 2022

BUY
$94.89 - $113.18 $3.92 Million - $4.67 Million
41,300 Added 73.99%
97,117 $9.25 Million
Q2 2022

Aug 01, 2022

BUY
$95.56 - $116.93 $478,660 - $585,702
5,009 Added 9.86%
55,817 $5.47 Million
Q1 2022

May 05, 2022

BUY
$109.39 - $126.65 $5.56 Million - $6.43 Million
50,808 New
50,808 $5.91 Million

Others Institutions Holding VFQY

About VANGUARD WELLINGTON FD U S QUA


  • Ticker VFQY
  • Sector ETFs
  • Industry ETFs
More about VFQY
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