Avantax Planning Partners, Inc. Vanguard Dividend Appreciation Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 170,816 shares of VIG stock, worth $31.1 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

170,816

Previous 217,668 21.52%

Holding current value

$31.1 Million

Previous $39.7 Million 21.7%

% of portfolio

1.12%

Previous 1.28%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$182.15 - $182.15 $8.53 Million - $8.53 Million	-46,852 Reduced 21.52%	170,816 $31.1 Million
Q2 2024 Aug 09, 2024	SELL	$173.33 - $185.29 $1.14 Million - $1.22 Million	-6,565 Reduced 2.93%	217,668 $39.7 Million
Q1 2024 May 02, 2024	SELL	$168.47 - $182.98 $4.44 Million - $4.82 Million	-26,348 Reduced 10.51%	224,233 $40.9 Million
Q4 2023 Feb 09, 2024	BUY	$150.16 - $171.16 $4.06 Million - $4.63 Million	27,051 Added 12.1%	250,581 $42.7 Million
Q3 2023 Nov 03, 2023	SELL	$155.38 - $166.95 $1.27 Million - $1.36 Million	-8,169 Reduced 3.53%	223,530 $34.7 Million
Q2 2023 Jul 17, 2023	BUY	$152.74 - $162.43 $4.92 Million - $5.23 Million	32,181 Added 16.13%	231,699 $37.6 Million
Q1 2023 Apr 20, 2023	BUY	$147.24 - $158.33 $6.5 Million - $6.99 Million	44,139 Added 28.41%	199,518 $30.7 Million
Q4 2022 Feb 09, 2023	SELL	$144.84 - $158.71 $5.71 Million - $6.26 Million	-39,414 Reduced 20.23%	155,379 $23.6 Million
Q3 2022 Oct 14, 2022	BUY	N/A	71,350 Added 57.8%	194,793 $26.3 Million
Q2 2022 Jul 18, 2022	BUY	N/A	79,986 Added 184.06%	123,443 $17.7 Million
Q1 2022 May 09, 2022	SELL	N/A	-35,899 Reduced 45.24%	43,457 $7.05 Million
Q4 2021 Jan 28, 2022	SELL	N/A	-5,981 Reduced 7.01%	79,356 $13.6 Million
Q3 2021 Oct 27, 2021	BUY	N/A	41,466 Added 94.52%	85,337 $13.1 Million
Q2 2021 Aug 10, 2021	BUY	N/A	1,511 Added 3.57%	43,871 $6.79 Million
Q1 2021 May 06, 2021	SELL	N/A	-18,779 Reduced 30.72%	42,360 $6.23 Million
Q4 2020 Feb 04, 2021	BUY	N/A	3,765 Added 6.56%	61,139 $8.63 Million
Q3 2020 Oct 28, 2020	SELL	N/A	-566 Reduced 0.98%	57,374 $7.38 Million
Q2 2020 Jul 15, 2020	BUY	N/A	23,394 Added 67.72%	57,940 $6.79 Million
Q1 2020 Apr 27, 2020	BUY	N/A	20,162 Added 140.17%	34,546 $3.57 Million
Q4 2019 Jan 15, 2020	SELL	N/A	-9 Reduced 0.06%	14,384 $1.79 Million
Q3 2019 Nov 08, 2019	BUY	N/A	1,061 Added 7.96%	14,393 $1.72 Million
Q2 2019 Aug 07, 2019	SELL	N/A	-1,669 Reduced 11.13%	13,332 $1.56 Million
Q1 2019 May 08, 2019	SELL	N/A	-32,304 Reduced 68.29%	15,001 $1.65 Million
Q4 2018 Feb 14, 2019	BUY	N/A	46,324 Added 4722.12%	47,305 $4.63 Million
Q3 2018 Nov 13, 2018	BUY	N/A	981 New	981 $109,000
Q2 2018 Aug 13, 2018	SELL	N/A	-306 Closed	0 $0
Q1 2018 May 15, 2018	BUY	N/A	306 New	306 $31,000
Q4 2017 Feb 09, 2018	SELL	N/A	-3,000 Closed	0 $0
Q3 2017 Oct 19, 2017	BUY	N/A	3,000	3,000 $284,000

Others Institutions Holding VIG

# of Institutions

2,275

Shares Held

198M

Call Options Held

552K

Put Options Held

347K

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Avantax Planning Partners, Inc. Vanguard Dividend Appreciation Transaction History