Financial Synergies Wealth Advisors, Inc. Vanguard Russell 1000 Value Et Transaction History

Financial Synergies Wealth Advisors, Inc.

$806 Billion
Q4 2024

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Vanguard Russell 1000 Value Et stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 227,261 shares of VONV stock, worth $19.3 Million. This represents 2.29% of its overall portfolio holdings.

Number of Shares

227,261

Previous 228,082 0.36%

Holding current value

$19.3 Million

Previous $19 Billion 2.85%

% of portfolio

2.29%

Previous 2.36%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$80.87 - $87.69 $66,394 - $71,993	-821 Reduced 0.36%	227,261 $18.5 Billion
Q3 2024 Oct 07, 2024	BUY	$76.07 - $83.33 $7,835 - $8,582	103 Added 0.05%	228,082 $19 Billion
Q2 2024 Jul 23, 2024	SELL	$74.36 - $78.65 $747,466 - $790,589	-10,052 Reduced 4.22%	227,979 $17.5 Billion
Q1 2024 Apr 12, 2024	SELL	$71.01 - $78.64 $1.65 Million - $1.83 Million	-23,285 Reduced 8.91%	238,031 $18.7 Billion
Q4 2023 Apr 04, 2024	BUY	$63.06 - $72.78 $1.24 Million - $1.43 Million	19,589 Added 8.1%	261,316 $17.4 Billion
Q3 2023 Apr 04, 2024	SELL	$66.58 - $71.74 $113,984 - $122,818	-1,712 Reduced 0.7%	241,727 $16.1 Billion
Q2 2023 Apr 04, 2024	SELL	$65.19 - $69.21 $666,046 - $707,118	-10,217 Reduced 4.03%	243,439 $16.8 Billion
Q1 2023 Apr 04, 2024	SELL	$63.71 - $70.86 $488,018 - $542,787	-7,660 Reduced 2.93%	253,656 $16.9 Billion
Q4 2022 Apr 04, 2024	BUY	$60.03 - $69.81 $645,382 - $750,527	10,751 Added 4.29%	261,316 $17.4 Billion
Q3 2022 Apr 04, 2024	SELL	$59.69 - $70.62 $208,676 - $246,887	-3,496 Reduced 1.38%	250,565 $15 Billion
Q2 2022 Apr 04, 2024	BUY	$62.21 - $73.88 $15.8 Million - $18.8 Million	254,061 New	254,061 $16.1 Billion
Q1 2022 Apr 05, 2024	SELL	$68.98 - $74.78 $566,877 - $614,542	-8,218 Reduced 3.12%	255,354 $18.6 Billion
Q4 2021 Apr 05, 2024	BUY	$68.99 - $73.74 $95,482 - $102,056	1,384 Added 0.53%	263,572 $19.4 Billion
Q3 2021 Apr 05, 2024	SELL	$67.76 - $72.0 $926,618 - $984,600	-13,675 Reduced 4.96%	262,188 $18 Billion
Q2 2021 Apr 05, 2024	BUY	$67.02 - $71.26 $9.19 Million - $9.77 Million	137,063 Added 98.75%	275,863 $19.2 Billion
Q1 2021 Apr 05, 2024	SELL	$59.19 - $67.11 $74,697 - $84,692	-1,262 Reduced 0.9%	138,800 $18.5 Billion
Q4 2020 Apr 05, 2024	SELL	$50.92 - $59.91 $120,425 - $141,687	-2,365 Reduced 1.66%	140,062 $16.8 Billion
Q3 2020 Apr 05, 2024	SELL	$48.82 - $54.53 $88,510 - $98,862	-1,813 Reduced 1.26%	142,427 $14.8 Billion
Q2 2020 Apr 05, 2024	SELL	$41.55 - $54.97 $4.86 Million - $6.44 Million	-117,076 Reduced 44.8%	144,240 $14.3 Billion

Others Institutions Holding VONV

# of Institutions

433

Shares Held

73.3M

Call Options Held

Put Options Held

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About VANGUARD RUSSELL 1000 VALUE ET

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Financial Synergies Wealth Advisors, Inc. Vanguard Russell 1000 Value Et Transaction History