Financial Synergies Wealth Advisors, Inc. Vanguard Bd Index Fd Inc Total Transaction History

Financial Synergies Wealth Advisors, Inc.

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	SELL	$71.76 - $73.66 $1.11 Million - $1.14 Million	-15,417 Reduced 89.2%	1,867 $136 Million
Q4 2023 Apr 04, 2024	BUY	$68.04 - $73.9 $27,692 - $30,077	407 Added 2.41%	17,284 $1.24 Billion
Q3 2023 Apr 04, 2024	BUY	$69.63 - $72.91 $20,889 - $21,873	300 Added 1.81%	16,877 $1.18 Billion
Q2 2023 Apr 04, 2024	SELL	$72.23 - $74.46 $22,391 - $23,082	-310 Reduced 1.84%	16,577 $1.2 Billion
Q1 2023 Apr 04, 2024	SELL	$71.33 - $74.57 $28,318 - $29,604	-397 Reduced 2.3%	16,887 $1.25 Billion

Q4 2022 Apr 04, 2024	SELL	$69.75 - $73.88 $46,593 - $49,351	-668 Reduced 3.72%	17,284 $1.24 Billion
Q3 2022 Apr 04, 2024	BUY	N/A	458 Added 2.62%	17,952 $1.28 Billion
Q2 2022 Apr 04, 2024	BUY	N/A	17,494 New	17,494 $1.32 Billion
Q1 2022 Apr 05, 2024	SELL	N/A	-31,196 Reduced 55.16%	25,357 $2.02 Billion
Q4 2021 Apr 05, 2024	SELL	N/A	-14,823 Reduced 20.77%	56,553 $4.79 Billion
Q3 2021 Apr 05, 2024	BUY	N/A	4,088 Added 6.08%	71,376 $6.1 Billion
Q2 2021 Apr 05, 2024	BUY	N/A	2,273 Added 3.5%	67,288 $5.78 Billion
Q1 2021 Apr 05, 2024	BUY	N/A	3,802 Added 6.21%	65,015 $5.51 Billion
Q4 2020 Apr 05, 2024	BUY	N/A	46,063 Added 304.05%	61,213 $5.4 Billion
Q3 2020 Apr 05, 2024	BUY	N/A	12,254 Added 423.14%	15,150 $1.34 Billion
Q2 2020 Apr 05, 2024	SELL	N/A	-14,388 Reduced 83.24%	2,896 $256 Million

1,499

878M

56.3K

27.8K

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