Financial Synergies Wealth Advisors, Inc. Vanguard Total Stock Market Et Transaction History

Financial Synergies Wealth Advisors, Inc.

$806 Billion
Q4 2024

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 1,923 shares of VTI stock, worth $526,305. This represents 0.07% of its overall portfolio holdings.

Number of Shares

1,923

Previous 2,066 6.92%

Holding current value

$526,305

Previous $585 Million 4.76%

% of portfolio

0.07%

Previous 0.07%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$280.04 - $302.45 $40,045 - $43,250	-143 Reduced 6.92%	1,923 $557 Million
Q3 2024 Oct 07, 2024	SELL	$255.18 - $283.2 $56,139 - $62,304	-220 Reduced 9.62%	2,066 $585 Million
Q2 2024 Jul 23, 2024	BUY	$245.23 - $269.4 $245 - $269	1 Added 0.04%	2,286 $612 Million
Q1 2024 Apr 12, 2024	SELL	$232.77 - $260.14 $78,210 - $87,407	-336 Reduced 12.82%	2,285 $594 Million
Q4 2023 Apr 04, 2024	BUY	$203.12 - $238.25 $54,029 - $63,374	266 Added 11.3%	2,621 $501 Million
Q3 2023 Apr 04, 2024	SELL	$211.41 - $228.35 $37,208 - $40,189	-176 Reduced 6.95%	2,355 $500 Million
Q2 2023 Apr 04, 2024	SELL	$200.75 - $220.28 $200 - $220	-1 Reduced 0.04%	2,531 $558 Million
Q1 2023 Apr 04, 2024	SELL	$189.85 - $210.01 $16,896 - $18,690	-89 Reduced 3.4%	2,532 $517 Million
Q4 2022 Apr 04, 2024	SELL	$179.3 - $204.18 $147,743 - $168,244	-824 Reduced 23.92%	2,621 $501 Million
Q3 2022 Apr 04, 2024	BUY	$179.47 - $216.24 $195,981 - $236,134	1,092 Added 46.41%	3,445 $618 Million
Q2 2022 Apr 04, 2024	BUY	$183.02 - $230.52 $430,646 - $542,413	2,353 New	2,353 $444 Million
Q1 2022 Apr 05, 2024	BUY	$209.9 - $242.97 $60,871 - $70,461	290 Added 14.29%	2,319 $528 Million
Q4 2021 Apr 05, 2024	BUY	$221.73 - $242.96 $11,529 - $12,633	52 Added 2.63%	2,029 $490 Million
Q3 2021 Apr 05, 2024	BUY	$219.23 - $234.37 $876 - $937	4 Added 0.2%	1,977 $439 Million
Q2 2021 Apr 05, 2024	SELL	$209.28 - $222.82 $7,324 - $7,798	-35 Reduced 1.74%	1,973 $440 Million
Q1 2021 Apr 05, 2024	SELL	$191.87 - $208.85 $49,694 - $54,092	-259 Reduced 11.42%	2,008 $415 Million
Q4 2020 Apr 05, 2024	BUY	$166.99 - $194.64 $49,095 - $57,224	294 Added 14.9%	2,267 $441 Million
Q3 2020 Apr 05, 2024	SELL	$157.44 - $181.24 $112,097 - $129,042	-712 Reduced 26.52%	1,973 $336 Million
Q2 2020 Apr 05, 2024	BUY	$122.96 - $164.1 $109,680 - $146,377	892 Added 49.75%	2,685 $420 Million
Q1 2020 Apr 05, 2024	SELL	$111.91 - $172.17 $92,661 - $142,556	-828 Reduced 31.59%	1,793 $231 Million

Others Institutions Holding VTI

# of Institutions

3,377

Shares Held

454M

Call Options Held

1.31M

Put Options Held

1.13M

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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Financial Synergies Wealth Advisors, Inc. Vanguard Total Stock Market Et Transaction History