Financial Synergies Wealth Advisors, Inc. Vanguard Dividend Appreciation Transaction History
Financial Synergies Wealth Advisors, Inc.
- $742 Billion
- Q2 2024
A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 1,190 shares of VIG stock, worth $216,758. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,190
Previous 1,190
-0.0%
Holding current value
$216,758
Previous $217 Million
0.12%
% of portfolio
0.03%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding VIG
# of Institutions
2,188Shares Held
202MCall Options Held
464KPut Options Held
68.2K-
Bank Of America Corp Charlotte, NC21.7MShares$3.94 Billion0.35% of portfolio
-
Morgan Stanley New York, NY11.9MShares$2.17 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.2MShares$1.85 Billion0.46% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.99MShares$1.64 Billion0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX8.78MShares$1.6 Billion0.34% of portfolio