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

Financial Synergies Wealth Advisors, Inc.

  • $742 Billion
  • Q2 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 1,190 shares of VIG stock, worth $216,758. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,190
Previous 1,190 -0.0%
Holding current value
$216,758
Previous $217 Million 0.12%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,151
Shares Held
191M
Call Options Held
652K
Put Options Held
72.3K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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