Avantax Planning Partners, Inc. Vanguard Small Cap ETF Transaction History

Avantax Planning Partners, Inc.

$3.45 Billion
Q3 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 2,179 shares of VB stock, worth $544,335. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,179

Previous 1,966 10.83%

Holding current value

$544,335

Previous $465,000 19.14%

% of portfolio

0.02%

Previous 0.01%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	BUY	$237.58 - $259.17 $50,604 - $55,203	213 Added 10.83%	2,179 $554,000
Q1 2025 Apr 28, 2025	BUY	$217.89 - $252.64 $133,784 - $155,120	614 Added 45.41%	1,966 $435,000
Q4 2024 Feb 07, 2025	SELL	$233.76 - $261.58 $7,246 - $8,108	-31 Reduced 2.24%	1,352 $324,000
Q3 2024 Nov 13, 2024	SELL	$214.77 - $237.72 $41,880 - $46,355	-195 Reduced 12.36%	1,383 $328,000
Q2 2024 Aug 09, 2024	BUY	$210.76 - $226.94 $56,062 - $60,366	266 Added 20.27%	1,578 $344,000

Q1 2024 May 02, 2024	SELL	$204.0 - $228.59 $7,344 - $8,229	-36 Reduced 2.67%	1,312 $299,000
Q4 2023 Feb 09, 2024	BUY	$175.26 - $215.9 $236,250 - $291,033	1,348 New	1,348 $287,000
Q2 2023 Jul 17, 2023	BUY	$181.26 - $198.89 $10,513 - $11,535	58 Added 4.91%	1,239 $246,000
Q1 2023 Apr 20, 2023	SELL	$179.51 - $208.76 $2,513 - $2,922	-14 Reduced 1.17%	1,181 $223,000
Q4 2022 Feb 09, 2023	SELL	$172.82 - $196.57 $4,493 - $5,110	-26 Reduced 2.13%	1,195 $219,000
Q3 2022 Oct 14, 2022	SELL	$170.45 - $206.62 $511 - $619	-3 Reduced 0.25%	1,221 $209,000
Q2 2022 Jul 18, 2022	SELL	$170.7 - $214.67 $35,847 - $45,080	-210 Reduced 14.64%	1,224 $216,000
Q1 2022 May 09, 2022	SELL	$198.73 - $227.97 $29,809 - $34,195	-150 Reduced 9.47%	1,434 $305,000
Q4 2021 Jan 28, 2022	BUY	$215.13 - $239.37 $32,269 - $35,905	150 Added 10.46%	1,584 $358,000
Q2 2021 Aug 10, 2021	BUY	$211.77 - $228.05 $303,678 - $327,023	1,434 New	1,434 $323,000
Q4 2018 Feb 14, 2019	SELL	N/A	-1,995 Closed	0 $0
Q1 2018 May 15, 2018	SELL	N/A	-277 Reduced 12.19%	1,995 $293,000
Q3 2017 Oct 19, 2017	BUY	N/A	2,272	2,272 $321,000

Others Institutions Holding VB

# of Institutions

2,482

Shares Held

164M

Call Options Held

68.3K

Put Options Held

26.1K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

More about VB

Track This Portfolio

Portfolio Update

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

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.

Account

Avantax Planning Partners, Inc. Vanguard Small Cap ETF Transaction History