Avantax Advisory Services, Inc. Vanguard Extended Duration Tre Transaction History

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Vanguard Extended Duration Tre stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 3,959 shares of EDV stock, worth $277,486. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,959

Previous 6,170 35.83%

Holding current value

$277,486

Previous $491,000 45.42%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$67.27 - $79.67 $148,733 - $176,150	-2,211 Reduced 35.83%	3,959 $268,000
Q3 2024 Nov 13, 2024	BUY	$70.73 - $83.52 $89,614 - $105,819	1,267 Added 25.84%	6,170 $491,000
Q2 2024 Aug 09, 2024	BUY	$68.41 - $76.58 $36,462 - $40,817	533 Added 12.2%	4,903 $359,000
Q1 2024 May 08, 2024	SELL	$73.47 - $80.71 $561,163 - $616,462	-7,638 Reduced 63.61%	4,370 $334,000
Q4 2023 Feb 07, 2024	SELL	$62.83 - $82.79 $428,312 - $564,379	-6,817 Reduced 36.21%	12,008 $973,000
Q3 2023 Nov 07, 2023	BUY	$69.75 - $86.3 $539,167 - $667,099	7,730 Added 69.67%	18,825 $1.32 Million
Q2 2023 Aug 11, 2023	BUY	$83.35 - $92.48 $559,445 - $620,725	6,712 Added 153.14%	11,095 $966,000
Q1 2023 Apr 28, 2023	BUY	$83.61 - $92.95 $146,986 - $163,406	1,758 Added 66.97%	4,383 $396,000
Q4 2022 Feb 13, 2023	BUY	$74.24 - $94.96 $194,880 - $249,269	2,625 New	2,625 $217,000

Others Institutions Holding EDV

# of Institutions

202

Shares Held

19.2M

Call Options Held

267K

Put Options Held

347K

View Full List

About VANGUARD EXTENDED DURATION TRE

Ticker EDV
Sector ETFs
Industry ETFs

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Avantax Advisory Services, Inc. Vanguard Extended Duration Tre Transaction History