Financial Synergies Wealth Advisors, Inc. Vanguard Small Cap Value ETF Transaction History
Financial Synergies Wealth Advisors, Inc.
- $742 Billion
- Q2 2024
A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 61,086 shares of VBR stock, worth $12.2 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
61,086
Previous 67,303
9.24%
Holding current value
$12.2 Million
Previous $12.9 Billion
13.64%
% of portfolio
1.5%
Previous 1.69%
Shares
17 transactions
Others Institutions Holding VBR
# of Institutions
1,464Shares Held
90.5MCall Options Held
44.8KPut Options Held
20.6K-
Bank Of America Corp Charlotte, NC16.8MShares$3.35 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$774 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$765 Million1.81% of portfolio
-
Assetmark, Inc3.68MShares$734 Million2.09% of portfolio
-
Jones Financial Companies Lllp2.35MShares$469 Million0.5% of portfolio