Financial Synergies Wealth Advisors, Inc. Vanguard World Fd Esg U.S. Sto Transaction History

Financial Synergies Wealth Advisors, Inc.

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	BUY	$83.14 - $93.19 $4,738 - $5,311	57 Added 24.68%	288 $26.8 Million
Q4 2023 Apr 04, 2024	SELL	$71.95 - $85.41 $2,662 - $3,160	-37 Reduced 13.81%	231 $15.2 Million
Q3 2023 Apr 04, 2024	BUY	$74.65 - $81.1 $1,269 - $1,378	17 Added 6.77%	268 $20.2 Million
Q2 2023 Apr 04, 2024	BUY	$70.39 - $78.35 $281 - $313	4 Added 1.62%	251 $19.7 Million
Q1 2023 Apr 04, 2024	BUY	$65.27 - $73.55 $1,044 - $1,176	16 Added 6.93%	247 $17.7 Million

Q4 2022 Apr 04, 2024	BUY	$63.97 - $70.74 $2,622 - $2,900	41 Added 21.58%	231 $15.2 Million
Q3 2022 Apr 04, 2024	BUY	N/A	13 Added 7.34%	190 $12 Million
Q2 2022 Apr 04, 2024	BUY	N/A	177 New	177 $11.7 Million

503

29.3M

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