Financial Synergies Wealth Advisors, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History

Financial Synergies Wealth Advisors, Inc.

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	BUY	$50.36 - $51.06 $100 - $102	2 Added 4.35%	48 $2.43 Million
Q4 2023 Apr 04, 2024	SELL	$47.36 - $51.14 $47 - $51	-1 Reduced 2.13%	46 $2.3 Million
Q1 2023 Apr 04, 2024	BUY	$49.32 - $51.02 $49 - $51	1 Added 2.17%	47 $2.36 Million
Q4 2022 Apr 04, 2024	SELL	$47.5 - $50.06 $94,002 - $99,068	-1,979 Reduced 97.73%	46 $2.3 Million
Q3 2022 Apr 04, 2024	SELL	$48.11 - $51.14 $5,243 - $5,574	-109 Reduced 5.11%	2,025 $97.5 Million
Q2 2022 Apr 04, 2024	BUY	$49.13 - $51.51 $104,843 - $109,922	2,134 New	2,134 $107 Million
Q1 2022 Apr 05, 2024	SELL	$51.44 - $54.88 $32,407 - $34,574	-630 Reduced 11.54%	4,830 $249 Million
Q4 2021 Apr 05, 2024	SELL	$54.5 - $55.03 $89,434 - $90,304	-1,641 Reduced 23.11%	5,460 $300 Million
Q3 2021 Apr 05, 2024	BUY	$54.77 - $55.59 $75,473 - $76,603	1,378 Added 24.08%	7,101 $389 Million
Q2 2021 Apr 05, 2024	BUY	$54.58 - $55.46 $57,418 - $58,343	1,052 Added 22.52%	5,723 $317 Million
Q1 2021 Apr 05, 2024	BUY	$54.36 - $55.51 $251,415 - $256,733	4,625 Added 10054.35%	4,671 $255 Million

1,178

510M

39.6K

85.7K

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