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Vanguard Large-Cap ETF shares owned by Financial Synergies Wealth Advisors

Quarter-by-quarter ownership of Vanguard Large-Cap ETF (VV) shares owned by Financial Synergies Wealth Advisors from 13F filings

Historical chart of Financial Synergies Wealth Advisors investment in Vanguard Large-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Large-Cap ETF held by Financial Synergies Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Large-Cap ETF by Financial Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $188k 782 239.73
2023-12-31 $140k 802 174.16
2023-09-30 $161k 820 195.70
2023-06-30 $166k 819 202.74
2023-03-31 $150k 805 186.78
2022-12-31 $140k 802 174.16
2022-09-30 $124k 755 163.59
2022-06-30 $138k 800 172.29
2020-09-30 $349k 2.2k 156.42
2020-06-30 $589k 4.1k 143.01
2020-03-31 $361k 3.0k 118.44