Gyl Financial Synergies, LLC Vanguard Dividend Appreciation Transaction History

Gyl Financial Synergies, LLC

$1.28 Billion
Q2 2024

A detailed history of Gyl Financial Synergies, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Gyl Financial Synergies, LLC holds 26,622 shares of VIG stock, worth $4.85 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

26,622

Previous 27,156 1.97%

Holding current value

$4.85 Million

Previous $4.96 Million 2.0%

% of portfolio

0.38%

Previous 0.39%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 23, 2024	SELL	$173.33 - $185.29 $92,558 - $98,944	-534 Reduced 1.97%	26,622 $4.86 Million
Q1 2024 May 14, 2024	SELL	$168.47 - $182.98 $96,701 - $105,030	-574 Reduced 2.07%	27,156 $4.96 Million
Q4 2023 Feb 09, 2024	SELL	$150.16 - $171.16 $589,978 - $672,487	-3,929 Reduced 12.41%	27,730 $4.73 Million
Q3 2023 Nov 06, 2023	SELL	$155.38 - $166.95 $12.1 Million - $13 Million	-77,598 Reduced 71.02%	31,659 $4.92 Million
Q2 2023 Aug 14, 2023	SELL	$152.74 - $162.43 $957,985 - $1.02 Million	-6,272 Reduced 5.43%	109,257 $17.7 Million
Q1 2023 May 15, 2023	SELL	$147.24 - $158.33 $436,124 - $468,973	-2,962 Reduced 2.5%	115,529 $17.8 Million
Q4 2022 Feb 06, 2023	SELL	$144.84 - $158.71 $667,133 - $731,018	-4,606 Reduced 3.74%	118,491 $18 Million
Q3 2022 Nov 01, 2022	SELL	N/A	-2,526 Reduced 2.01%	123,097 $16.6 Million
Q2 2022 Aug 01, 2022	SELL	N/A	-5,003 Reduced 3.83%	125,623 $18 Million
Q1 2022 May 05, 2022	SELL	N/A	-9,793 Reduced 6.97%	130,626 $21.2 Million
Q4 2021 Feb 08, 2022	BUY	N/A	134,069 Added 2111.32%	140,419 $24.1 Million
Q3 2021 Nov 01, 2021	BUY	N/A	3,826 Added 151.58%	6,350 $975,000
Q2 2021 Aug 02, 2021	BUY	N/A	2 Added 0.08%	2,524 $391,000
Q1 2021 May 04, 2021	SELL	N/A	-66 Reduced 2.55%	2,522 $371,000
Q4 2020 Feb 02, 2021	SELL	N/A	-221 Reduced 7.87%	2,588 $365,000
Q3 2020 Nov 06, 2020	BUY	N/A	41 Added 1.48%	2,809 $361,000
Q2 2020 Aug 04, 2020	SELL	N/A	-186 Reduced 6.3%	2,768 $324,000
Q1 2020 May 05, 2020	BUY	N/A	2 Added 0.07%	2,954 $305,000
Q4 2019 Feb 06, 2020	BUY	N/A	3 Added 0.1%	2,952 $368,000
Q3 2019 Nov 12, 2019	BUY	N/A	328 Added 12.51%	2,949 $353,000
Q2 2019 Aug 09, 2019	BUY	N/A	2 Added 0.08%	2,621 $302,000
Q1 2019 May 14, 2019	BUY	N/A	400 Added 18.03%	2,619 $287,000
Q4 2018 Feb 14, 2019	BUY	N/A	2,219 New	2,219 $217,000

Others Institutions Holding VIG

# of Institutions

2,192

Shares Held

202M

Call Options Held

464K

Put Options Held

68.2K

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Gyl Financial Synergies, LLC Vanguard Dividend Appreciation Transaction History