Financial Synergies Wealth Advisors, Inc. Vanguard Small Cap 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 ETF stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 83,614 shares of VB stock, worth $18.1 Million. This represents 2.26% of its overall portfolio holdings.

Number of Shares

83,614

Previous 82,119 1.82%

Holding current value

$18.1 Million

Previous $19.7 Billion 6.03%

% of portfolio

2.26%

Previous 2.45%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$217.89 - $252.64 $325,745 - $377,696	1,495 Added 1.82%	83,614 $18.5 Billion
Q4 2024 Jan 27, 2025	SELL	$233.76 - $261.58 $168,774 - $188,860	-722 Reduced 0.87%	82,119 $19.7 Billion
Q3 2024 Oct 07, 2024	SELL	$214.77 - $237.72 $55,410 - $61,331	-258 Reduced 0.31%	82,841 $19.7 Billion
Q2 2024 Jul 23, 2024	SELL	$210.76 - $226.94 $2.31 Million - $2.49 Million	-10,984 Reduced 11.67%	83,099 $18.1 Billion
Q1 2024 Apr 12, 2024	SELL	$204.0 - $228.59 $8.53 Million - $9.55 Million	-41,793 Reduced 30.76%	94,083 $21.5 Billion
Q4 2023 Apr 04, 2024	BUY	$175.26 - $215.9 $5.63 Million - $6.94 Million	32,123 Added 30.96%	135,876 $24.9 Billion
Q3 2023 Apr 04, 2024	SELL	$186.24 - $208.75 $814,055 - $912,446	-4,371 Reduced 4.04%	103,753 $19.6 Billion
Q2 2023 Apr 04, 2024	SELL	$181.26 - $198.89 $5.06 Million - $5.55 Million	-27,929 Reduced 20.53%	108,124 $21.5 Billion
Q1 2023 Apr 04, 2024	BUY	$179.51 - $208.76 $31,773 - $36,950	177 Added 0.13%	136,053 $25.8 Billion
Q4 2022 Apr 04, 2024	SELL	$172.82 - $196.57 $143,440 - $163,153	-830 Reduced 0.61%	135,876 $24.9 Billion
Q3 2022 Apr 04, 2024	SELL	$170.45 - $206.62 $596,745 - $723,376	-3,501 Reduced 2.5%	136,706 $23.4 Billion
Q2 2022 Apr 04, 2024	BUY	$170.7 - $214.67 $23.9 Million - $30.1 Million	140,207 New	140,207 $24.7 Billion
Q1 2022 Apr 05, 2024	SELL	$198.73 - $227.97 $905,413 - $1.04 Million	-4,556 Reduced 3.78%	116,080 $24.7 Billion
Q4 2021 Apr 05, 2024	SELL	$215.13 - $239.37 $3.18 Million - $3.54 Million	-14,804 Reduced 10.93%	120,636 $27.3 Billion
Q3 2021 Apr 05, 2024	SELL	$211.9 - $229.42 $2.55 Million - $2.76 Million	-12,024 Reduced 8.15%	135,440 $29.6 Billion
Q2 2021 Apr 05, 2024	SELL	$211.77 - $228.05 $498,083 - $536,373	-2,352 Reduced 1.57%	147,464 $33.2 Billion
Q1 2021 Apr 05, 2024	SELL	$191.53 - $223.48 $620,557 - $724,075	-3,240 Reduced 2.12%	149,816 $32.1 Billion
Q4 2020 Apr 05, 2024	SELL	$156.0 - $196.91 $19.9 Million - $25.2 Million	-127,749 Reduced 45.49%	153,056 $29.8 Billion
Q3 2020 Apr 05, 2024	SELL	$143.34 - $162.04 $12.8 Million - $14.4 Million	-89,056 Reduced 24.08%	280,805 $43.2 Billion
Q2 2020 Apr 05, 2024	SELL	$106.26 - $156.76 $4.33 Million - $6.39 Million	-40,765 Reduced 9.93%	369,861 $53.9 Billion
Q1 2020 Apr 05, 2024	BUY	$98.45 - $170.48 $4.5 Million - $7.79 Million	45,684 Added 12.52%	410,626 $47.4 Billion
Q4 2019 Apr 05, 2024	BUY	$149.04 - $166.74 $1.44 Million - $1.61 Million	9,655 Added 2.72%	364,942 $60.4 Billion
Q3 2019 Apr 05, 2024	BUY	$153.32 - $158.01 $1.21 Million - $1.25 Million	7,902 Added 2.27%	355,287 $54.7 Billion
Q2 2019 Apr 05, 2024	BUY	N/A	7,733 Added 2.28%	347,385 $54.4 Billion
Q1 2019 Apr 05, 2024	BUY	N/A	203,776 Added 149.97%	339,652 $51.9 Billion

Others Institutions Holding VB

# of Institutions

2,348

Shares Held

159M

Call Options Held

74.8K

Put Options Held

50.8K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

More about VB

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 Small Cap ETF Transaction History