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

Financial Synergies Wealth Advisors, Inc.

$762 Billion
Q1 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 329,509 shares of VO stock, worth $79.6 Million. This represents 10.8% of its overall portfolio holdings.

Number of Shares

329,509

Previous 161,202 104.41%

Holding current value

$79.6 Million

Previous $32.9 Billion 150.59%

% of portfolio

10.8%

Previous 5.09%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$199.06 - $217.26 $5.77 Million - $6.3 Million	29,002 Added 21.94%	161,202 $32.9 Billion
Q3 2022 Apr 04, 2024	BUY	N/A	25,390 Added 23.77%	132,200 $24.9 Billion
Q2 2022 Apr 04, 2024	BUY	N/A	106,810 New	106,810 $21 Billion
Q1 2022 Apr 05, 2024	BUY	N/A	146 Added 0.79%	18,636 $4.43 Billion
Q4 2021 Apr 05, 2024	SELL	N/A	-92 Reduced 0.5%	18,490 $4.71 Billion
Q3 2021 Apr 05, 2024	SELL	N/A	-515 Reduced 2.7%	18,582 $4.4 Billion
Q2 2021 Apr 05, 2024	BUY	N/A	684 Added 3.71%	19,097 $4.53 Billion
Q1 2021 Apr 05, 2024	SELL	N/A	-204 Reduced 1.1%	18,413 $4.08 Billion
Q4 2020 Apr 05, 2024	SELL	N/A	-25,672 Reduced 57.96%	18,617 $3.85 Billion
Q3 2020 Apr 05, 2024	SELL	N/A	-15,821 Reduced 26.32%	44,289 $7.81 Billion
Q2 2020 Apr 05, 2024	SELL	N/A	-820 Reduced 1.35%	60,110 $9.85 Billion
Q1 2020 Apr 05, 2024	BUY	N/A	1,934 Added 3.28%	60,930 $8.02 Billion
Q4 2019 Apr 05, 2024	SELL	N/A	-448 Reduced 0.75%	58,996 $10.5 Billion
Q3 2019 Apr 05, 2024	BUY	N/A	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

1,966

Shares Held

167M

Call Options Held

224K

Put Options Held

206K

View Full List

About VANGUARD MID-CAP ETF

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