Financial Synergies Wealth Advisors, Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Financial Synergies Wealth Advisors, Inc.

  • $988 Billion
  • Q3 2025

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 4,534 shares of VOO stock, worth $2.8 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
4,534
Previous 4,444 2.03%
Holding current value
$2.8 Million
Previous $2.52 Billion 10.0%
% of portfolio
0.28%
Previous 0.27%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$567.77 - $614.76 $51,099 - $55,328
90 Added 2.03%
4,534 $2.78 Billion
Q2 2025

Jul 29, 2025
BUY
$456.74 - $568.03 $126,516 - $157,344
277 Added 6.65%
4,444 $2.52 Billion
Q1 2025

Apr 30, 2025
BUY
$507.05 - $563.67 $25,352 - $28,183
50 Added 1.21%
4,167 $2.14 Billion
Q4 2024

Jan 27, 2025
BUY
$521.84 - $558.82 $6,262 - $6,705
12 Added 0.29%
4,117 $2.22 Billion
Q3 2024

Oct 07, 2024
BUY
$475.2 - $527.7 $13,780 - $15,303
29 Added 0.71%
4,105 $2.17 Billion
Q2 2024

Jul 23, 2024
SELL
$455.1 - $504.28 $30,946 - $34,291
-68 Reduced 1.64%
4,076 $2.04 Billion
Q1 2024

Apr 12, 2024
BUY
$429.43 - $481.35 $281,706 - $315,765
656 Added 18.81%
4,144 $1.99 Billion
Q4 2023

Apr 04, 2024
SELL
$377.32 - $438.19 $4,905 - $5,696
-13 Reduced 0.37%
3,488 $1.23 Billion
Q3 2023

Apr 04, 2024
SELL
$392.7 - $420.68 $137,837 - $147,658
-351 Reduced 9.11%
3,501 $1.37 Billion
Q2 2023

Apr 04, 2024
BUY
$371.44 - $407.28 $28,972 - $31,767
78 Added 2.07%
3,852 $1.57 Billion
Q1 2023

Apr 04, 2024
BUY
$348.66 - $382.94 $99,716 - $109,520
286 Added 8.2%
3,774 $1.42 Billion
Q4 2022

Apr 04, 2024
SELL
$327.64 - $374.54 $748,329 - $855,449
-2,284 Reduced 39.57%
3,488 $1.23 Billion
Q3 2022

Apr 04, 2024
BUY
$328.3 - $395.04 $822,391 - $989,575
2,505 Added 76.68%
5,772 $1.89 Billion
Q2 2022

Apr 04, 2024
BUY
$337.07 - $419.85 $1.1 Million - $1.37 Million
3,267 New
3,267 $1.13 Billion
Q1 2022

Apr 05, 2024
BUY
$382.7 - $439.25 $67,737 - $77,747
177 Added 6.82%
2,773 $1.15 Billion
Q4 2021

Apr 05, 2024
BUY
$394.21 - $439.01 $204,594 - $227,846
519 Added 24.99%
2,596 $1.13 Billion
Q3 2021

Apr 05, 2024
BUY
$390.68 - $416.73 $22,268 - $23,753
57 Added 2.82%
2,077 $819 Million
Q2 2021

Apr 05, 2024
BUY
$368.16 - $394.32 $18,776 - $20,110
51 Added 2.59%
2,020 $795 Million
Q4 2020

Apr 05, 2024
BUY
$299.82 - $343.69 $129,222 - $148,130
431 Added 28.02%
1,969 $677 Million
Q3 2020

Apr 05, 2024
SELL
$285.37 - $328.74 $5,422 - $6,246
-19 Reduced 1.22%
1,538 $473 Million
Q2 2020

Apr 05, 2024
SELL
$226.15 - $297.17 $467,452 - $614,250
-2,067 Reduced 57.04%
1,557 $441 Million
Q1 2020

Apr 05, 2024
BUY
$204.27 - $310.92 $174,242 - $265,214
853 Added 30.78%
3,624 $858 Million
Q4 2019

Apr 05, 2024
SELL
$264.57 - $296.67 $189,696 - $212,712
-717 Reduced 20.56%
2,771 $820 Million

Others Institutions Holding VOO

# of Institutions
3,872
Shares Held
545M
Call Options Held
2.75M
Put Options Held
3.12M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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