Financial Synergies Wealth Advisors, Inc. Vanguard Mortg Backed Sec ETF Transaction History

Financial Synergies Wealth Advisors, Inc.

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	SELL	$44.98 - $46.29 $7,556 - $7,776	-168 Reduced 76.02%	53 $2.42 Million
Q4 2023 Apr 04, 2024	BUY	$42.3 - $46.59 $7,106 - $7,827	168 Added 316.98%	221 $10.1 Million
Q1 2023 Apr 04, 2024	SELL	$45.14 - $47.41 $7,583 - $7,964	-168 Reduced 76.02%	53 $2.47 Million
Q4 2022 Apr 04, 2024	BUY	$43.58 - $46.9 $87 - $93	2 Added 0.91%	221 $10.1 Million
Q3 2022 Apr 04, 2024	BUY	$44.41 - $49.27 $44 - $49	1 Added 0.46%	219 $9.9 Million
Q2 2022 Apr 04, 2024	BUY	$46.23 - $49.83 $10,078 - $10,862	218 New	218 $10.4 Million
Q1 2022 Apr 05, 2024	SELL	$49.53 - $52.66 $1.5 Million - $1.59 Million	-30,236 Reduced 84.57%	5,517 $276 Million
Q4 2021 Apr 05, 2024	SELL	$52.71 - $53.35 $699,303 - $707,794	-13,267 Reduced 27.06%	35,753 $1.89 Billion
Q3 2021 Apr 05, 2024	BUY	$53.19 - $53.64 $151,219 - $152,498	2,843 Added 6.16%	49,020 $2.61 Billion
Q2 2021 Apr 05, 2024	BUY	$53.21 - $53.69 $254,769 - $257,067	4,788 Added 11.57%	46,177 $2.46 Billion
Q1 2021 Apr 05, 2024	BUY	$53.31 - $54.16 $150,494 - $152,893	2,823 Added 7.32%	41,389 $2.21 Billion
Q4 2020 Apr 05, 2024	BUY	$53.96 - $54.25 $847,118 - $851,670	15,699 Added 68.65%	38,566 $2.09 Billion
Q3 2020 Apr 05, 2024	BUY	$54.16 - $54.5 $1.23 Million - $1.23 Million	22,646 Added 10247.06%	22,867 $1.24 Billion

628

342M

900

80.3K

Get notified when there are updates to the investment portfolio of Financial Synergies Wealth Advisors, Inc., based on Form 13F filings with the SEC.

Stay updated on Financial Synergies Wealth Advisors, Inc. with notifications on news.