Vanguard S&p 500 Etf idx shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth Advisors investment in Vanguard S&p 500 Etf idx
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| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 4.5k | 612.45 |
| 2025-06-30 | $2.5M | 4.4k | 568.09 |
| 2025-03-31 | $2.1M | 4.2k | 513.97 |
| 2024-12-31 | $2.2M | 4.1k | 538.75 |
| 2024-09-30 | $2.2M | 4.1k | 527.70 |
| 2024-06-30 | $2.0M | 4.1k | 500.12 |
| 2024-03-31 | $2.0M | 4.1k | 480.67 |
| 2023-12-31 | $1.2M | 3.5k | 351.31 |
| 2023-09-30 | $1.4M | 3.5k | 392.74 |
| 2023-06-30 | $1.6M | 3.9k | 407.31 |
| 2023-03-31 | $1.4M | 3.8k | 376.09 |
| 2022-12-31 | $1.2M | 3.5k | 351.31 |
| 2022-09-30 | $1.9M | 5.8k | 328.29 |
| 2022-06-30 | $1.1M | 3.3k | 346.86 |
| 2022-03-31 | $1.2M | 2.8k | 415.14 |
| 2021-12-31 | $1.1M | 2.6k | 436.53 |
| 2021-09-30 | $819k | 2.1k | 394.38 |
| 2021-06-30 | $795k | 2.0k | 393.56 |
| 2021-03-31 | $717k | 2.0k | 364.37 |
| 2020-12-31 | $677k | 2.0k | 343.75 |
| 2020-09-30 | $473k | 1.5k | 307.68 |
| 2020-06-30 | $441k | 1.6k | 283.48 |
| 2020-03-31 | $858k | 3.6k | 236.84 |
| 2019-12-31 | $820k | 2.8k | 295.81 |
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