Avantax Planning Partners, Inc. Vanguard Specialized Funds Van Transaction History

Avantax Planning Partners, Inc.

  • $2.76 Billion
  • Q4 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 8,456 shares of VNQ stock, worth $758,587. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,456
Previous 2,621 222.62%
Holding current value
$758,587
Previous $255,000 195.29%
% of portfolio
0.03%
Previous 0.01%

Shares

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

Feb 07, 2025
BUY
$87.85 - $98.6 $512,604 - $575,331
5,835 Added 222.62%
8,456 $753,000
Q3 2024

Nov 13, 2024
BUY
$82.97 - $98.97 $6,056 - $7,224
73 Added 2.86%
2,621 $255,000
Q2 2024

Aug 09, 2024
BUY
$78.61 - $85.97 $13,599 - $14,872
173 Added 7.28%
2,548 $213,000
Q1 2024

May 02, 2024
SELL
$82.58 - $89.12 $139,312 - $150,345
-1,687 Reduced 41.53%
2,375 $205,000
Q4 2023

Feb 09, 2024
BUY
$71.05 - $89.54 $64,726 - $81,570
911 Added 28.91%
4,062 $358,000
Q3 2023

Nov 03, 2023
SELL
$75.44 - $86.89 $5,959 - $6,864
-79 Reduced 2.45%
3,151 $238,000
Q2 2023

Jul 17, 2023
SELL
$78.4 - $83.98 $5,958 - $6,382
-76 Reduced 2.3%
3,230 $269,000
Q1 2023

Apr 20, 2023
SELL
$77.59 - $93.7 $19,552 - $23,612
-252 Reduced 7.08%
3,306 $274,000
Q4 2022

Feb 09, 2023
SELL
$76.14 - $88.09 $19,872 - $22,991
-261 Reduced 6.83%
3,558 $293,000
Q3 2022

Oct 14, 2022
SELL
$79.28 - $102.13 $152,376 - $196,293
-1,922 Reduced 33.48%
3,819 $306,000
Q2 2022

Jul 18, 2022
SELL
$87.04 - $112.5 $17,059 - $22,050
-196 Reduced 3.3%
5,741 $523,000
Q1 2022

May 09, 2022
BUY
$99.96 - $115.1 $33,486 - $38,558
335 Added 5.98%
5,937 $643,000
Q4 2021

Jan 28, 2022
BUY
$102.53 - $116.01 $5,844 - $6,612
57 Added 1.03%
5,602 $650,000
Q3 2021

Oct 27, 2021
BUY
$101.78 - $110.92 $1,119 - $1,220
11 Added 0.2%
5,545 $564,000
Q2 2021

Aug 10, 2021
BUY
$93.53 - $105.5 $24,785 - $27,957
265 Added 5.03%
5,534 $563,000
Q1 2021

May 06, 2021
BUY
$81.97 - $92.98 $207,793 - $235,704
2,535 Added 92.72%
5,269 $484,000
Q4 2020

Feb 04, 2021
SELL
$76.08 - $86.67 $264,530 - $301,351
-3,477 Reduced 55.98%
2,734 $232,000
Q3 2020

Oct 28, 2020
BUY
$76.31 - $83.64 $131,863 - $144,529
1,728 Added 38.55%
6,211 $490,000
Q2 2020

Jul 15, 2020
SELL
$64.53 - $86.79 $38,976 - $52,421
-604 Reduced 11.87%
4,483 $352,000
Q1 2020

Apr 27, 2020
BUY
$56.91 - $99.57 $1,422 - $2,489
25 Added 0.49%
5,087 $355,000
Q4 2019

Jan 15, 2020
SELL
$90.14 - $95.25 $63,728 - $67,341
-707 Reduced 12.26%
5,062 $470,000
Q3 2019

Nov 08, 2019
BUY
$91.64 - $93.61 $120,323 - $122,909
1,313 Added 29.47%
5,769 $538,000
Q1 2019

May 08, 2019
BUY
N/A
366 Added 8.95%
4,456 $387,000
Q4 2018

Feb 14, 2019
SELL
N/A
-1 Reduced 0.02%
4,090 $305,000
Q3 2018

Nov 13, 2018
SELL
N/A
-284 Reduced 6.49%
4,091 $330,000
Q1 2018

May 15, 2018
SELL
N/A
-45 Reduced 1.02%
4,375 $330,000
Q4 2017

Feb 09, 2018
SELL
N/A
-1,087 Reduced 19.74%
4,420 $367,000
Q3 2017

Oct 19, 2017
BUY
N/A
5,507
5,507 $458,000

Others Institutions Holding VNQ

# of Institutions
1,919
Shares Held
235M
Call Options Held
1.45M
Put Options Held
1.56M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

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