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

Financial Synergies Wealth Advisors, Inc.

$822 Billion
Q1 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 256,972 shares of VUG stock, worth $112 Million. This represents 11.59% of its overall portfolio holdings.

Number of Shares

256,972

Previous 250,583 2.55%

Holding current value

$112 Million

Previous $103 Billion 7.35%

% of portfolio

11.59%

Previous 12.76%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,692

Shares Held

267M

Call Options Held

319K

Put Options Held

305K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

More about VUG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Synergies Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Synergies Wealth Advisors, Inc. with notifications on news.

Account

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