A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 1,457 shares of VIG stock, worth $265,392. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,457
Previous 1,190 22.44%
Holding current value
$265,392
Previous $218 Million 32.77%
% of portfolio
0.04%
Previous 0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

BUY
$182.15 - $182.15 $48,634 - $48,634
267 Added 22.44%
1,457 $289 Million
Q1 2024

Apr 12, 2024

SELL
$168.47 - $182.98 $11,455 - $12,442
-68 Reduced 5.41%
1,190 $217 Million
Q4 2023

Apr 04, 2024

BUY
$150.16 - $171.16 $8,408 - $9,584
56 Added 4.66%
1,258 $191 Million
Q2 2023

Apr 04, 2024

SELL
$152.74 - $162.43 $8,553 - $9,096
-56 Reduced 4.45%
1,202 $196 Million
Q4 2022

Apr 04, 2024

SELL
$144.84 - $158.71 $22,595 - $24,758
-156 Reduced 11.03%
1,258 $191 Million
Q3 2022

Apr 04, 2024

BUY
N/A
513 Added 56.94%
1,414 $191 Million
Q2 2022

Apr 04, 2024

BUY
N/A
901 New
901 $129 Million

Others Institutions Holding VIG

About VANGUARD DIVIDEND APPRECIATION


  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Financial Synergies Wealth Advisors, Inc. Portfolio

Follow Financial Synergies Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

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.