Avantax Advisory Services, Inc. Vanguard S&P Mid Cap 400 ETF Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 8,909 shares of IVOO stock, worth $967,517. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,909

Previous 8,882 0.3%

Holding current value

$967,517

Previous $876,000 6.74%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$86.58 - $104.98 $2,337 - $2,834	27 Added 0.3%	8,909 $935,000
Q1 2025 May 06, 2025	BUY	$96.85 - $111.39 $281,542 - $323,810	2,907 Added 48.65%	8,882 $876,000
Q4 2024 Feb 07, 2025	BUY	$104.52 - $115.08 $227,749 - $250,759	2,179 Added 57.4%	5,975 $630,000
Q3 2024 Nov 13, 2024	BUY	$97.05 - $106.1 $77,057 - $84,243	794 Added 26.45%	3,796 $400,000
Q2 2024 Aug 09, 2024	BUY	$95.6 - $102.96 $61,088 - $65,791	639 Added 27.04%	3,002 $297,000

Q1 2024 May 08, 2024	BUY	$90.9 - $103.01 $454 - $515	5 Added 0.21%	2,363 $243,000
Q4 2023 Feb 07, 2024	SELL	$78.64 - $94.88 $81,313 - $98,105	-1,034 Reduced 30.48%	2,358 $221,000
Q3 2023 Nov 07, 2023	BUY	$83.66 - $92.16 $283,774 - $312,606	3,392 New	3,392 $286,000

Others Institutions Holding IVOO

# of Institutions

309

Shares Held

13.9M

Call Options Held

Put Options Held

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About VANGUARD S&P MID CAP 400 ETF

Ticker IVOO
Sector ETFs
Industry ETFs

More about IVOO

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Avantax Advisory Services, Inc. Vanguard S&P Mid Cap 400 ETF Transaction History