Financial Synergies Wealth Advisors, Inc. Vanguard Financial ETF Transaction History

Financial Synergies Wealth Advisors, Inc.

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	SELL	$90.62 - $102.39 $2,809 - $3,174	-31 Reduced 6.72%	430 $44 Million
Q4 2023 Apr 04, 2024	BUY	$75.97 - $92.67 $2,355 - $2,872	31 Added 7.21%	461 $38.1 Million
Q2 2023 Apr 04, 2024	SELL	$74.65 - $81.49 $2,314 - $2,526	-31 Reduced 6.72%	430 $34.9 Million
Q3 2022 Apr 04, 2024	BUY	$74.44 - $88.21 $34,316 - $40,664	461 New	461 $34.3 Million

685

52.2M

45K

10.5K

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