Avantax Advisory Services, Inc. Vanguard Total World Stk Index Transaction History

Avantax Advisory Services, Inc.

  • $15.6 Billion
  • Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 88,613 shares of VT stock, worth $10.8 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
88,613
Previous 91,361 3.01%
Holding current value
$10.8 Million
Previous $10.9 Million 4.8%
% of portfolio
0.07%
Previous 0.07%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
SELL
$117.09 - $123.07 $321,763 - $338,196
-2,748 Reduced 3.01%
88,613 $10.4 Million
Q3 2024

Nov 13, 2024
BUY
$107.72 - $119.96 $5.7 Million - $6.35 Million
52,937 Added 137.77%
91,361 $10.9 Million
Q2 2024

Aug 09, 2024
BUY
$104.94 - $113.51 $541,805 - $586,052
5,163 Added 15.52%
38,424 $4.33 Million
Q1 2024

May 08, 2024
BUY
$100.68 - $110.5 $424,064 - $465,426
4,212 Added 14.5%
33,261 $3.68 Million
Q4 2023

Feb 07, 2024
BUY
$88.97 - $103.1 $194,577 - $225,479
2,187 Added 8.14%
29,049 $2.99 Million
Q3 2023

Nov 07, 2023
BUY
$92.79 - $100.59 $1.58 Million - $1.71 Million
17,004 Added 172.49%
26,862 $2.5 Million
Q2 2023

Aug 11, 2023
BUY
$91.33 - $98.06 $399,020 - $428,424
4,369 Added 79.6%
9,858 $956,000
Q1 2023

Apr 28, 2023
BUY
$86.24 - $94.55 $219,653 - $240,818
2,547 Added 86.57%
5,489 $505,000
Q4 2022

Feb 13, 2023
BUY
$78.67 - $91.07 $3,461 - $4,007
44 Added 1.52%
2,942 $253,000
Q3 2022

Nov 01, 2022
BUY
$78.88 - $94.48 $15,618 - $18,707
198 Added 7.33%
2,898 $229,000
Q2 2022

Aug 02, 2022
BUY
$83.88 - $102.77 $9,310 - $11,407
111 Added 4.29%
2,700 $230,000
Q1 2022

Apr 27, 2022
BUY
$93.8 - $108.09 $66,504 - $76,635
709 Added 37.71%
2,589 $260,000
Q4 2021

Jan 24, 2022
BUY
$101.45 - $109.23 $190,726 - $205,352
1,880 New
1,880 $202,000
Q4 2020

Jan 22, 2021
SELL
$78.99 - $92.58 $699,061 - $819,333
-8,850 Closed
0 $0
Q3 2020

Oct 14, 2020
BUY
$75.3 - $85.07 $666,405 - $752,869
8,850 New
8,850 $715,000
Q1 2020

Apr 30, 2020
SELL
$54.48 - $83.17 $246,086 - $375,678
-4,517 Closed
0 $0
Q4 2019

Feb 14, 2020
BUY
$72.8 - $81.27 $1,456 - $1,625
20 Added 0.44%
4,517 $366,000
Q3 2019

Nov 08, 2019
BUY
$74.55 - $76.17 $4,622 - $4,722
62 Added 1.4%
4,497 $337,000
Q2 2019

Aug 06, 2019
SELL
N/A
-205 Reduced 4.42%
4,435 $333,000
Q1 2019

May 13, 2019
BUY
N/A
1 Added 0.02%
4,640 $340,000
Q4 2018

Feb 13, 2019
BUY
N/A
4,639 New
4,639 $304,000

Others Institutions Holding VT

# of Institutions
1,084
Shares Held
99.9M
Call Options Held
158K
Put Options Held
69.5K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

VT Quotes by TradingView
  • Ticker VT
  • Sector ETFs
  • Industry ETFs
More about VT
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email