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

998

88.1M

149K

44.9K

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