Financial Synergies Wealth Advisors, Inc. Vanguard Small Cap Value ETF Transaction History

Financial Synergies Wealth Advisors, Inc.

  • $822 Billion
  • Q1 2025

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 60,505 shares of VBR stock, worth $12.1 Million. This represents 1.37% of its overall portfolio holdings.

Number of Shares
60,505
Previous 60,472 0.05%
Holding current value
$12.1 Million
Previous $12 Billion 5.95%
% of portfolio
1.37%
Previous 1.49%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
$183.02 - $207.75 $6,039 - $6,855
33 Added 0.05%
60,505 $11.3 Billion
Q4 2024

Jan 27, 2025
SELL
$197.36 - $217.3 $17,367 - $19,122
-88 Reduced 0.15%
60,472 $12 Billion
Q3 2024

Oct 07, 2024
SELL
$179.99 - $201.6 $94,674 - $106,041
-526 Reduced 0.86%
60,560 $12.2 Billion
Q2 2024

Jul 23, 2024
SELL
$177.65 - $191.11 $1.1 Million - $1.19 Million
-6,217 Reduced 9.24%
61,086 $11.2 Billion
Q1 2024

Apr 12, 2024
SELL
$172.45 - $191.88 $8.92 Million - $9.93 Million
-51,753 Reduced 43.47%
67,303 $12.9 Billion
Q4 2023

Apr 04, 2024
BUY
$149.18 - $181.94 $6.49 Million - $7.91 Million
43,473 Added 57.52%
119,056 $18.9 Billion
Q3 2023

Apr 04, 2024
SELL
$157.33 - $174.39 $579,289 - $642,103
-3,682 Reduced 4.65%
75,583 $12.1 Billion
Q2 2023

Apr 04, 2024
SELL
$150.74 - $165.4 $5.79 Million - $6.36 Million
-38,431 Reduced 32.65%
79,265 $13.1 Billion
Q1 2023

Apr 04, 2024
SELL
$150.22 - $177.69 $204,299 - $241,658
-1,360 Reduced 1.14%
117,696 $18.7 Billion
Q4 2022

Apr 04, 2024
BUY
$147.25 - $169.54 $136,942 - $157,672
930 Added 0.79%
119,056 $18.9 Billion
Q3 2022

Apr 04, 2024
SELL
$143.4 - $172.87 $747,831 - $901,517
-5,215 Reduced 4.23%
118,126 $16.9 Billion
Q2 2022

Apr 04, 2024
BUY
$146.67 - $178.24 $18.1 Million - $22 Million
123,341 New
123,341 $18.5 Billion
Q1 2022

Apr 05, 2024
SELL
$165.62 - $182.58 $596,728 - $657,835
-3,603 Reduced 2.61%
134,684 $23.7 Billion
Q4 2021

Apr 05, 2024
SELL
$168.72 - $185.72 $1.37 Million - $1.51 Million
-8,137 Reduced 5.56%
138,287 $24.7 Billion
Q3 2021

Apr 05, 2024
SELL
$162.66 - $175.73 $1.32 Million - $1.43 Million
-8,117 Reduced 5.25%
146,424 $24.8 Billion
Q2 2021

Apr 05, 2024
SELL
$166.46 - $180.76 $83,230 - $90,380
-500 Reduced 0.32%
154,541 $26.8 Billion
Q1 2021

Apr 05, 2024
BUY
$139.89 - $172.72 $38,469 - $47,498
275 Added 0.18%
155,041 $25.7 Billion
Q4 2020

Apr 05, 2024
SELL
$111.89 - $142.79 $5.37 Million - $6.85 Million
-48,007 Reduced 23.68%
154,766 $22 Billion
Q3 2020

Apr 05, 2024
SELL
$102.46 - $117.9 $4.77 Million - $5.49 Million
-46,536 Reduced 18.67%
202,773 $22.4 Billion
Q2 2020

Apr 05, 2024
BUY
$81.16 - $120.46 $10.6 Million - $15.7 Million
130,253 Added 109.4%
249,309 $26.7 Billion

Others Institutions Holding VBR

# of Institutions
1,706
Shares Held
93M
Call Options Held
42.9K
Put Options Held
7K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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