Financial Synergies Wealth Advisors, Inc. Vanguard World Fd Esg Intl Stk Transaction History

Financial Synergies Wealth Advisors, Inc.

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	BUY	$53.19 - $57.84 $5,106 - $5,552	96 Added 42.29%	323 $18.6 Million
Q4 2023 Apr 04, 2024	SELL	$48.05 - $55.28 $2,738 - $3,150	-57 Reduced 20.07%	227 $11.2 Million
Q3 2023 Apr 04, 2024	BUY	$50.23 - $55.2 $904 - $993	18 Added 6.77%	284 $14.3 Million
Q2 2023 Apr 04, 2024	BUY	$51.68 - $54.7 $1,136 - $1,203	22 Added 9.02%	266 $14.1 Million
Q1 2023 Apr 04, 2024	BUY	$49.49 - $54.07 $841 - $919	17 Added 7.49%	244 $12.8 Million

Q4 2022 Apr 04, 2024	BUY	$44.64 - $51.11 $1,383 - $1,584	31 Added 15.82%	227 $11.2 Million
Q3 2022 Apr 04, 2024	BUY	N/A	23 Added 13.29%	196 $8.5 Million
Q2 2022 Apr 04, 2024	BUY	N/A	173 New	173 $8.49 Million

335

18.2M

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