Financial Synergies Wealth Advisors, Inc. Vanguard Mid Cap ETF Transaction History

Financial Synergies Wealth Advisors, Inc.

$806 Billion
Q4 2024

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 349,608 shares of VO stock, worth $94.5 Million. This represents 11.45% of its overall portfolio holdings.

Number of Shares

349,608

Previous 344,997 1.34%

Holding current value

$94.5 Million

Previous $91 Billion 1.45%

% of portfolio

11.45%

Previous 11.3%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$261.5 - $284.63 $1.21 Million - $1.31 Million	4,611 Added 1.34%	349,608 $92.3 Billion
Q3 2024 Oct 07, 2024	BUY	$237.84 - $263.83 $2.21 Million - $2.45 Million	9,301 Added 2.77%	344,997 $91 Billion
Q2 2024 Jul 23, 2024	BUY	$234.99 - $248.98 $1.45 Million - $1.54 Million	6,187 Added 1.88%	335,696 $81.3 Billion
Q1 2024 Apr 12, 2024	BUY	$225.86 - $249.86 $38 Million - $42.1 Million	168,307 Added 104.41%	329,509 $82.3 Billion
Q4 2023 Apr 04, 2024	SELL	$195.66 - $233.95 $29.4 Million - $35.1 Million	-150,163 Reduced 48.23%	161,202 $32.9 Billion
Q3 2023 Apr 04, 2024	BUY	$206.6 - $228.23 $1.7 Million - $1.87 Million	8,207 Added 2.71%	311,365 $64.8 Billion
Q2 2023 Apr 04, 2024	BUY	$203.43 - $220.16 $8.52 Million - $9.22 Million	41,901 Added 16.04%	303,158 $66.7 Billion
Q1 2023 Apr 04, 2024	BUY	$200.2 - $225.98 $20 Million - $22.6 Million	100,055 Added 62.07%	261,257 $55.1 Billion
Q4 2022 Apr 04, 2024	BUY	$186.57 - $217.26 $5.41 Million - $6.3 Million	29,002 Added 21.94%	161,202 $32.9 Billion
Q3 2022 Apr 04, 2024	BUY	$187.98 - $227.42 $4.77 Million - $5.77 Million	25,390 Added 23.77%	132,200 $24.9 Billion
Q2 2022 Apr 04, 2024	BUY	$190.36 - $240.41 $20.3 Million - $25.7 Million	106,810 New	106,810 $21 Billion
Q1 2022 Apr 05, 2024	BUY	$219.86 - $253.39 $32,099 - $36,994	146 Added 0.79%	18,636 $4.43 Billion
Q4 2021 Apr 05, 2024	SELL	$236.98 - $261.2 $21,802 - $24,030	-92 Reduced 0.5%	18,490 $4.71 Billion
Q3 2021 Apr 05, 2024	SELL	$229.88 - $249.8 $118,388 - $128,647	-515 Reduced 2.7%	18,582 $4.4 Billion
Q2 2021 Apr 05, 2024	BUY	$223.23 - $238.25 $152,689 - $162,963	684 Added 3.71%	19,097 $4.53 Billion
Q1 2021 Apr 05, 2024	SELL	$203.74 - $225.89 $41,562 - $46,081	-204 Reduced 1.1%	18,413 $4.08 Billion
Q4 2020 Apr 05, 2024	SELL	$176.14 - $208.21 $4.52 Million - $5.35 Million	-25,672 Reduced 57.96%	18,617 $3.85 Billion
Q3 2020 Apr 05, 2024	SELL	$164.39 - $185.0 $2.6 Million - $2.93 Million	-15,821 Reduced 26.32%	44,289 $7.81 Billion
Q2 2020 Apr 05, 2024	SELL	$124.34 - $175.42 $101,958 - $143,844	-820 Reduced 1.35%	60,110 $9.85 Billion
Q1 2020 Apr 05, 2024	BUY	$112.37 - $186.27 $217,323 - $360,246	1,934 Added 3.28%	60,930 $8.02 Billion
Q4 2019 Apr 05, 2024	SELL	$162.13 - $178.73 $72,634 - $80,071	-448 Reduced 0.75%	58,996 $10.5 Billion
Q3 2019 Apr 05, 2024	BUY	$166.82 - $169.81 $86,079 - $87,621	516 Added 0.88%	59,444 $9.96 Billion
Q2 2019 Apr 05, 2024	BUY	N/A	2,656 Added 4.72%	58,928 $9.85 Billion
Q1 2019 Apr 05, 2024	SELL	N/A	-104,930 Reduced 65.09%	56,272 $9.05 Billion

Others Institutions Holding VO

# of Institutions

2,287

Shares Held

188M

Call Options Held

55.1K

Put Options Held

17.1K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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Financial Synergies Wealth Advisors, Inc. Vanguard Mid Cap ETF Transaction History