Financial Synergies Wealth Advisors, Inc. Vanguard Total World Stk Index Transaction History

Financial Synergies Wealth Advisors, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	BUY	$100.68 - $110.5 $201 - $221	2 Added 2.53%	81 $8.96 Million
Q4 2023 Apr 04, 2024	SELL	$88.97 - $103.1 $88 - $103	-1 Reduced 1.25%	79 $6.81 Million
Q2 2023 Apr 04, 2024	BUY	$91.33 - $98.06 $91 - $98	1 Added 1.27%	80 $7.74 Million
Q4 2022 Apr 04, 2024	SELL	$78.67 - $91.07 $708 - $819	-9 Reduced 10.23%	79 $6.81 Million
Q3 2022 Apr 04, 2024	BUY	$78.88 - $94.48 $78 - $94	1 Added 1.15%	88 $6.92 Million
Q2 2022 Apr 04, 2024	BUY	$83.88 - $102.77 $7,297 - $8,940	87 New	87 $7.44 Million

1,001

88.9M

149K

44.9K

Get notified when there are updates to the investment portfolio of Financial Synergies Wealth Advisors, Inc., based on Form 13F filings with the SEC.

Stay updated on Financial Synergies Wealth Advisors, Inc. with notifications on news.