Financial Synergies Wealth Advisors, Inc. Vanguard Dividend Appreciation Transaction History
Financial Synergies Wealth Advisors, Inc.
- $805 Billion
- Q3 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 1,457 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
Others Institutions Holding VIG
# of Institutions
2,249Shares Held
204MCall Options Held
463KPut Options Held
229K-
Bank Of America Corp Charlotte, NC21.7MShares$3.94 Billion0.35% of portfolio
-
Morgan Stanley New York, NY11.9MShares$2.17 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.2MShares$1.85 Billion0.46% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.99MShares$1.64 Billion0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX8.78MShares$1.6 Billion0.34% of portfolio