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

Financial Synergies Wealth Advisors, Inc.

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	BUY	$61.87 - $63.48 $3,217 - $3,300	52 Added 60.47%	138 $8.66 Million
Q4 2023 Apr 04, 2024	SELL	$57.78 - $63.69 $1,791 - $1,974	-31 Reduced 26.5%	86 $5.21 Million
Q3 2023 Apr 04, 2024	BUY	$59.36 - $62.14 $534 - $559	9 Added 8.33%	117 $6.97 Million
Q2 2023 Apr 04, 2024	BUY	$61.11 - $63.02 $733 - $756	12 Added 12.5%	108 $6.71 Million
Q1 2023 Apr 04, 2024	BUY	$60.51 - $63.64 $605 - $636	10 Added 11.63%	96 $6.04 Million
Q4 2022 Apr 04, 2024	BUY	$57.68 - $62.66 $749 - $814	13 Added 17.81%	86 $5.21 Million
Q3 2022 Apr 04, 2024	BUY	$58.87 - $65.06 $470 - $520	8 Added 12.31%	73 $4.33 Million
Q2 2022 Apr 04, 2024	BUY	$61.54 - $68.13 $4,000 - $4,428	65 New	65 $4.06 Million

3.66M

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