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

Financial Synergies Wealth Advisors, Inc.

$988 Billion
Q3 2025

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 261,760 shares of VUG stock, worth $126 Million. This represents 12.71% of its overall portfolio holdings.

Number of Shares

261,760

Previous 259,284 0.95%

Holding current value

$126 Million

Previous $114 Billion 10.44%

% of portfolio

12.71%

Previous 12.38%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$433.97 - $484.08 $1.07 Million - $1.2 Million	2,476 Added 0.95%	261,760 $126 Billion
Q2 2025 Jul 29, 2025	BUY	$329.49 - $438.4 $761,780 - $1.01 Million	2,312 Added 0.9%	259,284 $114 Billion
Q1 2025 Apr 30, 2025	BUY	$369.1 - $427.61 $2.36 Million - $2.73 Million	6,389 Added 2.55%	256,972 $95.3 Billion
Q4 2024 Jan 27, 2025	BUY	$378.79 - $428.11 $263,259 - $297,536	695 Added 0.28%	250,583 $103 Billion
Q3 2024 Oct 07, 2024	BUY	$341.08 - $391.94 $1.06 Million - $1.22 Million	3,114 Added 1.26%	249,888 $95.9 Billion
Q2 2024 Jul 23, 2024	SELL	$322.46 - $377.11 $837,751 - $979,731	-2,598 Reduced 1.04%	246,774 $92.3 Billion
Q1 2024 Apr 12, 2024	SELL	$301.05 - $346.61 $8.5 Million - $9.79 Million	-28,242 Reduced 10.17%	249,372 $85.8 Billion
Q4 2023 Apr 04, 2024	BUY	$261.54 - $312.16 $456,648 - $545,031	1,746 Added 0.63%	277,614 $59.2 Billion
Q3 2023 Apr 04, 2024	BUY	$269.56 - $293.5 $561,223 - $611,067	2,082 Added 0.76%	275,868 $75.1 Billion
Q2 2023 Apr 04, 2024	BUY	$243.06 - $282.96 $373,097 - $434,343	1,535 Added 0.56%	273,786 $77.5 Billion
Q1 2023 Apr 04, 2024	SELL	$209.25 - $249.44 $1.12 Million - $1.34 Million	-5,363 Reduced 1.93%	272,251 $67.9 Billion
Q4 2022 Apr 04, 2024	SELL	$208.44 - $233.81 $6.25 Million - $7.01 Million	-29,999 Reduced 9.75%	277,614 $59.2 Billion
Q3 2022 Apr 04, 2024	BUY	$213.95 - $266.28 $1.69 Million - $2.1 Million	7,894 Added 2.63%	307,613 $65.8 Billion
Q2 2022 Apr 04, 2024	BUY	$214.97 - $293.87 $64.4 Million - $88.1 Million	299,719 New	299,719 $66.8 Billion
Q1 2022 Apr 05, 2024	BUY	$254.37 - $323.09 $2.4 Million - $3.04 Million	9,416 Added 3.0%	323,378 $93 Billion
Q4 2021 Apr 05, 2024	SELL	$287.0 - $325.67 $296,758 - $336,742	-1,034 Reduced 0.33%	313,962 $101 Billion
Q3 2021 Apr 05, 2024	BUY	$286.49 - $308.98 $927,081 - $999,859	3,236 Added 1.04%	314,996 $91.4 Billion
Q2 2021 Apr 05, 2024	BUY	$257.69 - $287.23 $2.87 Million - $3.2 Million	11,145 Added 3.71%	311,760 $89.4 Billion
Q1 2021 Apr 05, 2024	BUY	$243.15 - $268.9 $2.34 Million - $2.59 Million	9,636 Added 3.31%	300,615 $77.3 Billion
Q4 2020 Apr 05, 2024	BUY	$220.77 - $253.46 $38 Million - $43.6 Million	172,106 Added 144.78%	290,979 $73.7 Billion
Q3 2020 Apr 05, 2024	BUY	$204.41 - $245.48 $24 Million - $28.8 Million	117,246 Added 7206.27%	118,873 $27.1 Billion
Q2 2020 Apr 05, 2024	SELL	$149.64 - $204.01 $41.3 Million - $56.3 Million	-275,987 Reduced 99.41%	1,627 $329 Million

Others Institutions Holding VUG

# of Institutions

2,840

Shares Held

284M

Call Options Held

352K

Put Options Held

473K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

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