Avantax Advisory Services, Inc. Vanguard Transaction History

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Vanguard stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 41,866 shares of VGSH stock, worth $2.45 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

41,866

Previous 45,733 8.46%

Holding current value

$2.45 Million

Previous $2.7 Million 9.78%

% of portfolio

0.02%

Previous 0.02%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$58.02 - $58.88 $224,363 - $227,688	-3,867 Reduced 8.46%	41,866 $2.44 Million
Q3 2024 Nov 13, 2024	SELL	$57.74 - $59.13 $406,085 - $415,861	-7,033 Reduced 13.33%	45,733 $2.7 Million
Q2 2024 Aug 09, 2024	BUY	$57.55 - $58.0 $160,046 - $161,298	2,781 Added 5.56%	52,766 $3.06 Million
Q1 2024 May 08, 2024	SELL	$57.88 - $58.54 $423,797 - $428,629	-7,322 Reduced 12.78%	49,985 $2.9 Million
Q4 2023 Feb 07, 2024	BUY	$57.34 - $58.41 $630,740 - $642,510	11,000 Added 23.75%	57,307 $3.34 Million
Q3 2023 Nov 07, 2023	BUY	$57.47 - $57.91 $179,996 - $181,374	3,132 Added 7.25%	46,307 $2.67 Million
Q2 2023 Aug 11, 2023	SELL	$57.72 - $58.69 $323,001 - $328,429	-5,596 Reduced 11.47%	43,175 $2.49 Million
Q1 2023 Apr 28, 2023	BUY	$57.32 - $58.77 $763,960 - $783,286	13,328 Added 37.6%	48,771 $2.86 Million
Q4 2022 Feb 13, 2023	BUY	$57.38 - $58.13 $233,020 - $236,065	4,061 Added 12.94%	35,443 $2.05 Million
Q3 2022 Nov 01, 2022	BUY	$57.67 - $59.08 $313,494 - $321,158	5,436 Added 20.95%	31,382 $1.81 Million
Q2 2022 Aug 02, 2022	SELL	$58.29 - $59.37 $582,200 - $592,987	-9,988 Reduced 27.8%	25,946 $1.53 Million
Q1 2022 Apr 27, 2022	BUY	$59.19 - $60.79 $2.13 Million - $2.18 Million	35,934 New	35,934 $2.13 Million
Q4 2021 Jan 24, 2022	SELL	$60.79 - $61.43 $216,655 - $218,936	-3,564 Closed	0 $0
Q3 2021 Oct 21, 2021	BUY	$61.39 - $61.54 $429 - $430	7 Added 0.2%	3,564 $219,000
Q1 2021 May 13, 2021	BUY	$61.49 - $61.63 $218,719 - $219,217	3,557 New	3,557 $220,000
Q4 2020 Jan 22, 2021	SELL	$61.6 - $62.06 $1.26 Million - $1.27 Million	-20,389 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	$62.07 - $62.21 $1.27 Million - $1.27 Million	20,389 New	20,389 $1.26 Million

Others Institutions Holding VGSH

# of Institutions

980

Shares Held

262M

Call Options Held

5.1K

Put Options Held

1.3K

View Full List

About VANGUARD

Ticker VGSH
Sector ETFs
Industry ETFs

More about VGSH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Account

Avantax Advisory Services, Inc. Vanguard Transaction History