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
Download as csv Download as ExcelQuarterly 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 |
More positions owned by Financial Synergies Wealth Advisors
View all positions for Financial Synergies Wealth Advisors