Financial Synergies Wealth Advisors, Inc. Vanguard Large Cap ETF Transaction History

Financial Synergies Wealth Advisors, Inc.

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	SELL	$214.62 - $240.49 $4,292 - $4,809	-20 Reduced 2.49%	782 $187 Million
Q4 2023 Apr 04, 2024	SELL	$188.0 - $219.17 $3,384 - $3,945	-18 Reduced 2.2%	802 $140 Million
Q3 2023 Apr 04, 2024	BUY	$195.09 - $209.59 $195 - $209	1 Added 0.12%	820 $160 Million
Q2 2023 Apr 04, 2024	BUY	$184.38 - $202.72 $2,581 - $2,838	14 Added 1.74%	819 $166 Million
Q1 2023 Apr 04, 2024	BUY	$172.79 - $190.36 $518 - $571	3 Added 0.37%	805 $150 Million
Q4 2022 Apr 04, 2024	BUY	$162.98 - $185.93 $7,660 - $8,738	47 Added 6.23%	802 $140 Million
Q3 2022 Apr 04, 2024	SELL	$163.56 - $196.95 $7,360 - $8,862	-45 Reduced 5.63%	755 $124 Million
Q2 2022 Apr 04, 2024	BUY	$167.29 - $210.78 $133,832 - $168,624	800 New	800 $138 Million
Q4 2020 Apr 05, 2024	SELL	$152.54 - $175.74 $340,164 - $391,900	-2,230 Closed	0 $0
Q3 2020 Apr 05, 2024	SELL	$144.11 - $166.66 $271,935 - $314,487	-1,887 Reduced 45.83%	2,230 $349 Million
Q2 2020 Apr 05, 2024	BUY	$113.24 - $149.5 $121,166 - $159,965	1,070 Added 35.12%	4,117 $589 Million
Q1 2020 Apr 05, 2024	BUY	$102.61 - $156.13 $230,359 - $350,511	2,245 Added 279.93%	3,047 $361 Million

1,179

102M

29.3K

132K

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

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