Financial Synergies Wealth Advisors, Inc. Vanguard Dividend Appreciation Transaction History

Financial Synergies Wealth Advisors, Inc.

$806 Billion
Q4 2024

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 1,302 shares of VIG stock, worth $237,159. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,302

Previous 1,457 10.64%

Holding current value

$237,159

Previous $289 Million 11.73%

% of portfolio

0.03%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	N/A	-155 Reduced 10.64%	1,302 $255 Million
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

# of Institutions

2,332

Shares Held

211M

Call Options Held

551K

Put Options Held

347K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Financial Synergies Wealth Advisors, Inc. Vanguard Dividend Appreciation Transaction History