Avantax Planning Partners, Inc. Vanguard Small Cap Value 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 Value ETF stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 18,811 shares of VBR stock, worth $3.74 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
18,811
Previous 20,645 8.88%
Holding current value
$3.74 Million
Previous $3.77 Million 0.21%
% of portfolio
0.14%
Previous 0.12%

Shares

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

Nov 13, 2024
SELL
$179.99 - $201.6 $330,101 - $369,734
-1,834 Reduced 8.88%
18,811 $3.78 Million
Q2 2024

Aug 09, 2024
SELL
$177.65 - $191.11 $488,537 - $525,552
-2,750 Reduced 11.75%
20,645 $3.77 Million
Q1 2024

May 02, 2024
SELL
$172.45 - $191.88 $337,139 - $375,125
-1,955 Reduced 7.71%
23,395 $4.49 Million
Q4 2023

Feb 09, 2024
BUY
$149.18 - $181.94 $393,984 - $480,503
2,641 Added 11.63%
25,350 $4.56 Million
Q3 2023

Nov 03, 2023
BUY
$157.33 - $174.39 $94,083 - $104,285
598 Added 2.7%
22,709 $3.62 Million
Q2 2023

Jul 17, 2023
BUY
$150.74 - $165.4 $1,808 - $1,984
12 Added 0.05%
22,111 $3.66 Million
Q1 2023

Apr 20, 2023
SELL
$150.22 - $177.69 $79,616 - $94,175
-530 Reduced 2.34%
22,099 $3.51 Million
Q4 2022

Feb 09, 2023
SELL
$147.25 - $169.54 $499,324 - $574,910
-3,391 Reduced 13.03%
22,629 $3.59 Million
Q3 2022

Oct 14, 2022
BUY
$143.4 - $172.87 $6,166 - $7,433
43 Added 0.17%
26,020 $3.73 Million
Q2 2022

Jul 18, 2022
BUY
$146.67 - $178.24 $2.98 Million - $3.62 Million
20,301 Added 357.66%
25,977 $3.89 Million
Q1 2022

May 09, 2022
BUY
$165.62 - $182.58 $568,242 - $626,431
3,431 Added 152.83%
5,676 $999,000
Q4 2020

Feb 04, 2021
BUY
$111.89 - $142.79 $251,193 - $320,563
2,245 New
2,245 $319,000
Q4 2018

Feb 14, 2019
SELL
N/A
-396 Closed
0 $0
Q3 2018

Nov 13, 2018
BUY
N/A
396 New
396 $55,000
Q2 2018

Aug 13, 2018
SELL
N/A
-396 Closed
0 $0
Q1 2018

May 15, 2018
BUY
N/A
396 New
396 $51,000
Q4 2017

Feb 09, 2018
SELL
N/A
-7,479 Closed
0 $0
Q3 2017

Oct 19, 2017
BUY
N/A
7,479
7,479 $956,000

Others Institutions Holding VBR

# of Institutions
1,543
Shares Held
92.3M
Call Options Held
53.2K
Put Options Held
22.2K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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