Avantax Advisory Services, Inc. Vanguard Mid Cap Growth Index Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 32,309 shares of VOT stock, worth $9.04 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

32,309

Previous 33,124 2.46%

Holding current value

$9.04 Million

Previous $8.1 Million 13.39%

% of portfolio

0.05%

Previous 0.05%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$216.28 - $284.39 $176,268 - $231,777	-815 Reduced 2.46%	32,309 $9.19 Million
Q1 2025 May 06, 2025	BUY	$237.72 - $276.98 $286,690 - $334,037	1,206 Added 3.78%	33,124 $8.1 Million
Q4 2024 Feb 07, 2025	BUY	$241.48 - $274.89 $498,656 - $567,647	2,065 Added 6.92%	31,918 $8.1 Million
Q3 2024 Nov 13, 2024	BUY	$218.05 - $243.47 $623,841 - $696,567	2,861 Added 10.6%	29,853 $7.27 Million
Q2 2024 Aug 09, 2024	BUY	$218.75 - $234.97 $3.24 Million - $3.48 Million	14,825 Added 121.85%	26,992 $6.2 Million

Q1 2024 May 08, 2024	BUY	$212.21 - $235.79 $123,718 - $137,465	583 Added 5.03%	12,167 $2.87 Million
Q4 2023 Feb 07, 2024	SELL	$180.9 - $221.2 $1.19 Million - $1.45 Million	-6,564 Reduced 36.17%	11,584 $2.54 Million
Q3 2023 Nov 07, 2023	BUY	$191.65 - $213.93 $866,258 - $966,963	4,520 Added 33.17%	18,148 $3.53 Million
Q2 2023 Aug 11, 2023	BUY	$186.22 - $205.77 $81,378 - $89,921	437 Added 3.31%	13,628 $2.8 Million
Q1 2023 Apr 28, 2023	SELL	$177.43 - $203.61 $18,807 - $21,582	-106 Reduced 0.8%	13,191 $2.57 Million
Q4 2022 Feb 13, 2023	SELL	$165.84 - $193.83 $53,566 - $62,607	-323 Reduced 2.37%	13,297 $2.39 Million
Q3 2022 Nov 01, 2022	BUY	$170.12 - $208.72 $187,642 - $230,218	1,103 Added 8.81%	13,620 $2.32 Million
Q2 2022 Aug 02, 2022	SELL	$167.96 - $227.2 $291,074 - $393,737	-1,733 Reduced 12.16%	12,517 $2.2 Million
Q1 2022 Apr 27, 2022	BUY	$199.76 - $251.37 $465,440 - $585,692	2,330 Added 19.55%	14,250 $3.17 Million
Q4 2021 Jan 24, 2022	SELL	$234.3 - $265.79 $20,384 - $23,123	-87 Reduced 0.72%	11,920 $3.04 Million
Q3 2021 Oct 21, 2021	BUY	$230.42 - $251.05 $915,458 - $997,421	3,973 Added 49.45%	12,007 $2.84 Million
Q2 2021 Jul 29, 2021	BUY	$210.91 - $237.31 $6,327 - $7,119	30 Added 0.37%	8,034 $1.9 Million
Q1 2021 May 13, 2021	BUY	$204.75 - $230.34 $85,790 - $96,512	419 Added 5.52%	8,004 $1.72 Million
Q4 2020 Jan 22, 2021	SELL	$178.76 - $215.29 $649,435 - $782,148	-3,633 Reduced 32.39%	7,585 $1.61 Million
Q3 2020 Oct 14, 2020	BUY	$166.29 - $188.98 $928,895 - $1.06 Million	5,586 Added 99.18%	11,218 $2.03 Million
Q2 2020 Aug 06, 2020	BUY	$120.77 - $169.89 $181,638 - $255,514	1,504 Added 36.43%	5,632 $928,000
Q1 2020 Apr 30, 2020	BUY	$108.51 - $170.49 $8,789 - $13,809	81 Added 2.0%	4,128 $523,000
Q4 2019 Feb 14, 2020	BUY	$144.1 - $159.03 $24,208 - $26,717	168 Added 4.33%	4,047 $642,000
Q3 2019 Nov 08, 2019	BUY	$147.12 - $150.91 $32,807 - $33,652	223 Added 6.1%	3,879 $571,000
Q2 2019 Aug 06, 2019	BUY	N/A	3 Added 0.08%	3,656 $546,000
Q1 2019 May 13, 2019	SELL	N/A	-51 Reduced 1.38%	3,653 $522,000
Q4 2018 Feb 13, 2019	BUY	N/A	3,704 New	3,704 $442,000

Others Institutions Holding VOT

# of Institutions

1,159

Shares Held

41.5M

Call Options Held

15K

Put Options Held

9.2K

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About VANGUARD MID-CAP GROWTH INDEX

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Avantax Advisory Services, Inc. Vanguard Mid Cap Growth Index Transaction History