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

Financial Synergies Wealth Advisors, Inc.

$988 Billion
Q3 2025

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 1,047 shares of VV stock, worth $322,643. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,047

Previous 1,057 0.95%

Holding current value

$322,643

Previous $302 Million 6.89%

% of portfolio

0.03%

Previous 0.03%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$285.05 - $309.14 $2,850 - $3,091	-10 Reduced 0.95%	1,047 $322 Million
Q2 2025 Jul 29, 2025	SELL	$228.25 - $285.3 $6,619 - $8,273	-29 Reduced 2.67%	1,057 $302 Million
Q1 2025 Apr 30, 2025	BUY	$253.32 - $282.66 $275,105 - $306,968	1,086 New	1,086 $279 Million
Q1 2024 Apr 12, 2024	SELL	$214.62 - $240.49 $4,292 - $4,809	-20 Reduced 2.49%	782 $187 Million
Q4 2023 Apr 04, 2024	SELL	$188.0 - $219.17 $3,384 - $3,945	-18 Reduced 2.2%	802 $140 Million
Q3 2023 Apr 04, 2024	BUY	$195.09 - $209.59 $195 - $209	1 Added 0.12%	820 $160 Million
Q2 2023 Apr 04, 2024	BUY	$184.38 - $202.72 $2,581 - $2,838	14 Added 1.74%	819 $166 Million
Q1 2023 Apr 04, 2024	BUY	$172.79 - $190.36 $518 - $571	3 Added 0.37%	805 $150 Million
Q4 2022 Apr 04, 2024	BUY	$162.98 - $185.93 $7,660 - $8,738	47 Added 6.23%	802 $140 Million
Q3 2022 Apr 04, 2024	SELL	$163.56 - $196.95 $7,360 - $8,862	-45 Reduced 5.63%	755 $124 Million
Q2 2022 Apr 04, 2024	BUY	$167.29 - $210.78 $133,832 - $168,624	800 New	800 $138 Million
Q4 2020 Apr 05, 2024	SELL	$152.54 - $175.74 $340,164 - $391,900	-2,230 Closed	0 $0
Q3 2020 Apr 05, 2024	SELL	$144.11 - $166.66 $271,935 - $314,487	-1,887 Reduced 45.83%	2,230 $349 Million
Q2 2020 Apr 05, 2024	BUY	$113.24 - $149.5 $121,166 - $159,965	1,070 Added 35.12%	4,117 $589 Million
Q1 2020 Apr 05, 2024	BUY	$102.61 - $156.13 $230,359 - $350,511	2,245 Added 279.93%	3,047 $361 Million

Others Institutions Holding VV

# of Institutions

1,387

Shares Held

106M

Call Options Held

27.7K

Put Options Held

10.6K

View Full List

About VANGUARD LARGE-CAP ETF

Ticker VV
Sector ETFs
Industry ETFs

More about VV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Synergies Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Synergies Wealth Advisors, Inc. with notifications on news.

Account

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