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

Financial Synergies Wealth Advisors, Inc.

$762 Billion
Q1 2024

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 249,372 shares of VUG stock, worth $96.8 Million. This represents 11.26% of its overall portfolio holdings.

Number of Shares

249,372

Previous 277,614 10.17%

Holding current value

$96.8 Million

Previous $59.2 Billion 45.08%

% of portfolio

11.26%

Previous 9.16%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	N/A	7,894 Added 2.63%	307,613 $65.8 Billion
Q2 2022 Apr 04, 2024	BUY	N/A	299,719 New	299,719 $66.8 Billion
Q1 2022 Apr 05, 2024	BUY	N/A	9,416 Added 3.0%	323,378 $93 Billion
Q4 2021 Apr 05, 2024	SELL	N/A	-1,034 Reduced 0.33%	313,962 $101 Billion
Q3 2021 Apr 05, 2024	BUY	N/A	3,236 Added 1.04%	314,996 $91.4 Billion
Q2 2021 Apr 05, 2024	BUY	N/A	11,145 Added 3.71%	311,760 $89.4 Billion
Q1 2021 Apr 05, 2024	BUY	N/A	9,636 Added 3.31%	300,615 $77.3 Billion
Q4 2020 Apr 05, 2024	BUY	N/A	172,106 Added 144.78%	290,979 $73.7 Billion
Q3 2020 Apr 05, 2024	BUY	N/A	117,246 Added 7206.27%	118,873 $27.1 Billion
Q2 2020 Apr 05, 2024	SELL	N/A	-275,987 Reduced 99.41%	1,627 $329 Million

Others Institutions Holding VUG

# of Institutions

2,200

Shares Held

221M

Call Options Held

174K

Put Options Held

57.1K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

More about VUG

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