Financial Synergies Wealth Advisors, Inc. Vanguard Value ETF Transaction History

Financial Synergies Wealth Advisors, Inc.

  • $805 Billion
  • Q3 2024

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Vanguard Value ETF stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 480,678 shares of VTV stock, worth $84.9 Million. This represents 10.42% of its overall portfolio holdings.

Number of Shares
480,678
Previous 466,776 2.98%
Holding current value
$84.9 Million
Previous $74.9 Billion 12.07%
% of portfolio
10.42%
Previous 10.09%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024
BUY
$159.75 - $174.57 $2.22 Million - $2.43 Million
13,902 Added 2.98%
480,678 $83.9 Billion
Q2 2024

Jul 23, 2024
BUY
$154.57 - $163.65 $750,901 - $795,011
4,858 Added 1.05%
466,776 $74.9 Billion
Q1 2024

Apr 12, 2024
BUY
$147.46 - $162.86 $1.05 Million - $1.16 Million
7,131 Added 1.57%
461,918 $75.2 Billion
Q4 2023

Apr 04, 2024
SELL
$131.82 - $149.95 $281,040 - $319,693
-2,132 Reduced 0.47%
454,787 $63.8 Billion
Q3 2023

Apr 04, 2024
BUY
$137.93 - $147.18 $904,682 - $965,353
6,559 Added 1.46%
456,919 $63 Billion
Q2 2023

Apr 04, 2024
BUY
$134.74 - $142.42 $924,451 - $977,143
6,861 Added 1.55%
450,360 $64 Billion
Q1 2023

Apr 04, 2024
SELL
$132.13 - $144.96 $1.49 Million - $1.64 Million
-11,288 Reduced 2.48%
443,499 $61.3 Billion
Q4 2022

Apr 04, 2024
BUY
$124.69 - $146.24 $867,343 - $1.02 Million
6,956 Added 1.55%
454,787 $63.8 Billion
Q3 2022

Apr 04, 2024
SELL
$123.48 - $143.43 $218,806 - $254,157
-1,772 Reduced 0.39%
447,831 $55.3 Billion
Q2 2022

Apr 04, 2024
BUY
$128.01 - $150.8 $57.6 Million - $67.8 Million
449,603 New
449,603 $59.3 Billion
Q1 2022

Apr 05, 2024
SELL
$140.46 - $150.33 $1.37 Million - $1.47 Million
-9,750 Reduced 2.21%
431,359 $63.7 Billion
Q4 2021

Apr 05, 2024
BUY
$136.43 - $147.24 $128,789 - $138,994
944 Added 0.21%
441,109 $64.9 Billion
Q3 2021

Apr 05, 2024
BUY
$134.5 - $142.48 $799,737 - $847,186
5,946 Added 1.37%
440,165 $59.6 Billion
Q2 2021

Apr 05, 2024
BUY
$132.12 - $141.17 $2.93 Million - $3.13 Million
22,148 Added 5.37%
434,219 $59.7 Billion
Q1 2021

Apr 05, 2024
BUY
$117.44 - $132.31 $2.11 Million - $2.38 Million
17,959 Added 4.56%
412,071 $54.2 Billion
Q4 2020

Apr 05, 2024
BUY
$101.75 - $119.15 $24 Million - $28.1 Million
235,671 Added 148.74%
394,112 $46.9 Billion
Q3 2020

Apr 05, 2024
BUY
$98.37 - $109.49 $15.1 Million - $16.8 Million
153,876 Added 3370.78%
158,441 $16.6 Billion
Q2 2020

Apr 05, 2024
BUY
$85.23 - $110.16 $389,074 - $502,880
4,565 New
4,565 $455 Million
Q1 2020

Apr 05, 2024
SELL
$76.76 - $121.42 $162,500 - $257,046
-2,117 Closed
0 $0
Q4 2019

Apr 05, 2024
SELL
$107.9 - $120.77 $25,140 - $28,139
-233 Reduced 9.91%
2,117 $254 Million
Q3 2019

Apr 05, 2024
BUY
$111.23 - $113.16 $11,901 - $12,108
107 Added 4.77%
2,350 $262 Million
Q2 2019

Apr 05, 2024
SELL
N/A
-398 Reduced 15.07%
2,243 $249 Million
Q1 2019

Apr 05, 2024
SELL
N/A
-452,146 Reduced 99.42%
2,641 $284 Million

Others Institutions Holding VTV

# of Institutions
2,291
Shares Held
535M
Call Options Held
248K
Put Options Held
266K
View Full List

About VANGUARD VALUE ETF

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