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

Avantax Planning Partners, Inc.

  • $2.78 Billion
  • Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 30,561 shares of VBK stock, worth $8.74 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
30,561
Previous 34,520 11.47%
Holding current value
$8.74 Million
Previous $8.63 Million 5.36%
% of portfolio
0.29%
Previous 0.28%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$240.48 - $267.94 $952,060 - $1.06 Million
-3,959 Reduced 11.47%
30,561 $8.17 Million
Q2 2024

Aug 09, 2024
SELL
$237.63 - $258.31 $353,831 - $384,623
-1,489 Reduced 4.14%
34,520 $8.63 Million
Q1 2024

May 02, 2024
SELL
$231.0 - $260.72 $994,917 - $1.12 Million
-4,307 Reduced 10.68%
36,009 $9.39 Million
Q4 2023

Feb 09, 2024
BUY
$196.36 - $245.46 $1.05 Million - $1.31 Million
5,357 Added 15.32%
40,316 $9.75 Million
Q3 2023

Nov 03, 2023
BUY
$210.59 - $239.48 $240,704 - $273,725
1,143 Added 3.38%
34,959 $7.49 Million
Q2 2023

Jul 17, 2023
SELL
$209.12 - $229.74 $139,273 - $153,006
-666 Reduced 1.93%
33,816 $7.77 Million
Q1 2023

Apr 20, 2023
BUY
$198.77 - $233.54 $8,149 - $9,575
41 Added 0.12%
34,482 $7.46 Million
Q4 2022

Feb 09, 2023
BUY
$192.0 - $216.09 $1.32 Million - $1.49 Million
6,895 Added 25.03%
34,441 $6.91 Million
Q3 2022

Oct 14, 2022
SELL
$192.77 - $237.17 $848,188 - $1.04 Million
-4,400 Reduced 13.77%
27,546 $5.38 Million
Q2 2022

Jul 18, 2022
BUY
$188.16 - $253.27 $3.67 Million - $4.94 Million
19,513 Added 156.95%
31,946 $6.29 Million
Q1 2022

May 09, 2022
BUY
$224.28 - $282.83 $919,772 - $1.16 Million
4,101 Added 49.22%
12,433 $3.09 Million
Q4 2021

Jan 28, 2022
BUY
$269.22 - $305.79 $492,672 - $559,595
1,830 Added 28.15%
8,332 $2.35 Million
Q3 2021

Oct 27, 2021
BUY
$273.65 - $297.37 $1.78 Million - $1.93 Million
6,502 New
6,502 $1.82 Million
Q3 2020

Oct 28, 2020
SELL
$197.81 - $223.21 $201,964 - $227,897
-1,021 Closed
0 $0
Q2 2020

Jul 15, 2020
SELL
$139.78 - $205.13 $266,141 - $390,567
-1,904 Reduced 65.09%
1,021 $204,000
Q1 2020

Apr 27, 2020
SELL
$128.7 - $210.28 $14,414 - $23,551
-112 Reduced 3.69%
2,925 $440,000
Q4 2019

Jan 15, 2020
BUY
$177.24 - $199.81 $538,277 - $606,822
3,037 New
3,037 $603,000
Q4 2018

Feb 14, 2019
SELL
N/A
-540 Closed
0 $0
Q3 2018

Nov 13, 2018
BUY
N/A
540 New
540 $101,000
Q2 2018

Aug 13, 2018
SELL
N/A
-360 Closed
0 $0
Q1 2018

May 15, 2018
BUY
N/A
360 New
360 $59,000

Others Institutions Holding VBK

# of Institutions
1,118
Shares Held
42.2M
Call Options Held
53.1K
Put Options Held
28.3K
View Full List

About VANGUARD SMALL-CAP GROWTH ETF

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

Track Avantax Planning Partners, Inc. Portfolio

Follow Avantax Planning Partners, 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 Planning Partners, Inc., based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email