Vanguard World shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of Vanguard World (VCEB) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth Advisors investment in Vanguard World
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Quarterly reported holdings in Vanguard World by Financial Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $8.7k | 138 | 62.75 |
| 2023-12-31 | $5.2k | 86 | 60.58 |
| 2023-09-30 | $7.0k | 117 | 59.59 |
| 2023-06-30 | $6.7k | 108 | 62.15 |
| 2023-03-31 | $6.0k | 96 | 62.96 |
| 2022-12-31 | $5.2k | 86 | 60.58 |
| 2022-09-30 | $4.3k | 73 | 59.36 |
| 2022-06-30 | $4.1k | 65 | 62.51 |
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