Financial Synergies Wealth Advisors, Inc. Vanguard Dividend Appreciation Transaction History
Financial Synergies Wealth Advisors, Inc.
- $918 Billion
- Q2 2025
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 1,285 shares of VIG stock, worth $234,062. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,285
Previous 1,302
1.31%
Holding current value
$234,062
Previous $253 Million
4.26%
% of portfolio
0.03%
Previous 0.03%
Shares
9 transactions
Others Institutions Holding VIG
# of Institutions
2,577Shares Held
256MCall Options Held
572KPut Options Held
128K-
Laurel Wealth Advisors LLC Charlotte, NC35.6MShares$6.48 Billion2.49% of portfolio
-
Bank Of America Corp Charlotte, NC21.9MShares$3.98 Billion0.33% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.28 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.93 Billion0.45% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.5MShares$1.91 Billion0.03% of portfolio