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

Financial Synergies Wealth Advisors, Inc.

$918 Billion
Q2 2025

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 1,057 shares of VV stock, worth $311,170. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,057

Previous 1,086 2.67%

Holding current value

$311,170

Previous $279 Million 8.04%

% of portfolio

0.03%

Previous 0.03%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	$228.25 - $285.3 $6,619 - $8,273	-29 Reduced 2.67%	1,057 $302 Million
Q1 2025 Apr 30, 2025	BUY	$253.32 - $282.66 $275,105 - $306,968	1,086 New	1,086 $279 Million
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

Others Institutions Holding VV

# of Institutions

1,346

Shares Held

104M

Call Options Held

35.8K

Put Options Held

22K

View Full List

About VANGUARD LARGE-CAP ETF

Ticker VV
Sector ETFs
Industry ETFs

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