Avantax Advisory Services, Inc. Vanguard Mega Cap Value Transaction History

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 185,204 shares of MGV stock, worth $23.8 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

185,204

Previous 203,684 9.07%

Holding current value

$23.8 Million

Previous $26.1 Million 11.46%

% of portfolio

0.15%

Previous 0.17%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$124.06 - $133.48 $2.29 Million - $2.47 Million	-18,480 Reduced 9.07%	185,204 $23.1 Million
Q3 2024 Nov 13, 2024	SELL	$118.0 - $128.28 $519,790 - $565,073	-4,405 Reduced 2.12%	203,684 $26.1 Million
Q2 2024 Aug 09, 2024	BUY	$113.61 - $120.34 $1.25 Million - $1.32 Million	10,983 Added 5.57%	208,089 $24.7 Million
Q1 2024 May 08, 2024	SELL	$108.33 - $119.51 $892,314 - $984,403	-8,237 Reduced 4.01%	197,106 $23.6 Million
Q4 2023 Feb 07, 2024	SELL	$97.07 - $109.74 $255,779 - $289,164	-2,635 Reduced 1.27%	205,343 $22.5 Million
Q3 2023 Nov 07, 2023	SELL	$101.4 - $107.46 $102,414 - $108,534	-1,010 Reduced 0.48%	207,978 $21.1 Million
Q2 2023 Aug 11, 2023	BUY	$98.78 - $104.28 $415,073 - $438,184	4,202 Added 2.05%	208,988 $21.7 Million
Q1 2023 Apr 28, 2023	BUY	$97.0 - $105.37 $5.58 Million - $6.06 Million	57,529 Added 39.07%	204,786 $20.7 Million
Q4 2022 Feb 13, 2023	SELL	$90.82 - $106.81 $741,817 - $872,424	-8,168 Reduced 5.26%	147,257 $15.1 Million
Q3 2022 Nov 01, 2022	BUY	$89.91 - $103.89 $135,764 - $156,873	1,510 Added 0.98%	155,425 $14 Million
Q2 2022 Aug 02, 2022	BUY	$93.26 - $109.21 $1.19 Million - $1.4 Million	12,789 Added 9.06%	153,915 $14.8 Million
Q1 2022 Apr 27, 2022	BUY	$101.98 - $109.31 $14.4 Million - $15.4 Million	141,126 New	141,126 $15.2 Million
Q4 2020 Jan 22, 2021	SELL	$74.22 - $86.87 $874,014 - $1.02 Million	-11,776 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	$72.37 - $80.17 $852,229 - $944,081	11,776 New	11,776 $902,000

Others Institutions Holding MGV

# of Institutions

485

Shares Held

75.1M

Call Options Held

2.5K

Put Options Held

400

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About VANGUARD MEGA CAP VALUE

Ticker MGV
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Avantax Advisory Services, Inc. Vanguard Mega Cap Value Transaction History