Financial Synergies Wealth Advisors, Inc. Vanguard Specialized Funds Van Transaction History

Financial Synergies Wealth Advisors, Inc.

  • $742 Billion
  • Q2 2024

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 2,516 shares of VNQ stock, worth $225,358. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,516
Previous 2,638 4.62%
Holding current value
$225,358
Previous $228 Million 7.61%
% of portfolio
0.03%
Previous 0.03%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024
SELL
$78.61 - $85.97 $9,590 - $10,488
-122 Reduced 4.62%
2,516 $211 Million
Q1 2024

Apr 12, 2024
SELL
$82.58 - $89.12 $244,271 - $263,616
-2,958 Reduced 52.86%
2,638 $228 Million
Q4 2023

Apr 04, 2024
BUY
$71.05 - $89.54 $164,196 - $206,926
2,311 Added 70.35%
5,596 $462 Million
Q3 2023

Apr 04, 2024
SELL
$75.44 - $86.89 $42,774 - $49,266
-567 Reduced 14.72%
3,285 $249 Million
Q2 2023

Apr 04, 2024
SELL
$78.4 - $83.98 $131,398 - $140,750
-1,676 Reduced 30.32%
3,852 $322 Million
Q1 2023

Apr 04, 2024
SELL
$77.59 - $93.7 $5,276 - $6,371
-68 Reduced 1.22%
5,528 $459 Million
Q4 2022

Apr 04, 2024
SELL
$81.07 - $88.09 $46,047 - $50,035
-568 Reduced 9.21%
5,596 $462 Million
Q3 2022

Apr 04, 2024
SELL
N/A
-3,160 Reduced 33.89%
6,164 $494 Million
Q2 2022

Apr 04, 2024
BUY
N/A
9,324 New
9,324 $850 Million
Q1 2022

Apr 05, 2024
SELL
N/A
-150 Reduced 0.94%
15,734 $1.71 Billion
Q4 2021

Apr 05, 2024
BUY
N/A
77 Added 0.49%
15,884 $1.84 Billion
Q3 2021

Apr 05, 2024
SELL
N/A
-4,116 Reduced 20.66%
15,807 $1.61 Billion
Q2 2021

Apr 05, 2024
SELL
N/A
-1,272 Reduced 6.0%
19,923 $2.03 Billion
Q1 2021

Apr 05, 2024
SELL
N/A
-5,644 Reduced 21.03%
21,195 $1.95 Billion
Q4 2020

Apr 05, 2024
SELL
N/A
-243,888 Reduced 90.09%
26,839 $2.28 Billion
Q3 2020

Apr 05, 2024
SELL
N/A
-184,372 Reduced 40.51%
270,727 $21.4 Billion
Q2 2020

Apr 05, 2024
SELL
N/A
-12,887 Reduced 2.75%
455,099 $35.7 Billion
Q1 2020

Apr 05, 2024
BUY
N/A
27,886 Added 6.34%
467,986 $32.7 Billion
Q4 2019

Apr 05, 2024
SELL
N/A
-2,696 Reduced 0.61%
440,100 $40.8 Billion
Q3 2019

Apr 05, 2024
BUY
N/A
8,300 Added 1.91%
442,796 $41.3 Billion
Q2 2019

Apr 05, 2024
BUY
N/A
1,366 Added 0.32%
434,496 $38 Billion
Q1 2019

Apr 05, 2024
BUY
N/A
427,534 Added 7639.99%
433,130 $37.6 Billion

Others Institutions Holding VNQ

# of Institutions
1,745
Shares Held
246M
Call Options Held
2.87M
Put Options Held
2.64M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

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