Vanguard Value ETF shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth Advisors investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by Financial Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $84M | 481k | 174.57 |
| 2024-06-30 | $75M | 467k | 160.41 |
| 2024-03-31 | $75M | 462k | 162.86 |
| 2023-12-31 | $64M | 455k | 140.37 |
| 2023-09-30 | $63M | 457k | 137.93 |
| 2023-06-30 | $64M | 450k | 142.10 |
| 2023-03-31 | $61M | 444k | 138.11 |
| 2022-12-31 | $64M | 455k | 140.37 |
| 2022-09-30 | $55M | 448k | 123.48 |
| 2022-06-30 | $59M | 450k | 131.88 |
| 2022-03-31 | $64M | 431k | 147.78 |
| 2021-12-31 | $65M | 441k | 147.11 |
| 2021-09-30 | $60M | 440k | 135.37 |
| 2021-06-30 | $60M | 434k | 137.46 |
| 2021-03-31 | $54M | 412k | 131.46 |
| 2020-12-31 | $47M | 394k | 118.96 |
| 2020-09-30 | $17M | 158k | 104.51 |
| 2020-06-30 | $455k | 4.6k | 99.60 |
| 2019-12-31 | $254k | 2.1k | 119.88 |
| 2019-09-30 | $262k | 2.4k | 111.62 |
| 2019-06-30 | $249k | 2.2k | 110.90 |
| 2019-03-31 | $284k | 2.6k | 107.63 |
More positions owned by Financial Synergies Wealth Advisors
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