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

Avantax Planning Partners, Inc.

$3.45 Billion
Q3 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 2,437 shares of VO stock, worth $699,248. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,437

Previous 2,477 1.61%

Holding current value

$699,248

Previous $693,000 3.17%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	SELL	$279.83 - $293.74 $11,193 - $11,749	-40 Reduced 1.61%	2,437 $715,000
Q2 2025 Aug 11, 2025	BUY	$228.54 - $279.83 $228 - $279	1 Added 0.04%	2,477 $693,000
Q1 2025 Apr 28, 2025	BUY	$251.87 - $277.95 $6,548 - $7,226	26 Added 1.06%	2,476 $640,000
Q4 2024 Feb 07, 2025	SELL	$261.5 - $284.63 $56,484 - $61,480	-216 Reduced 8.1%	2,450 $647,000
Q3 2024 Nov 13, 2024	BUY	$237.84 - $263.83 $7,610 - $8,442	32 Added 1.21%	2,666 $703,000

Q2 2024 Aug 09, 2024	BUY	$234.99 - $248.98 $119,609 - $126,730	509 Added 23.95%	2,634 $637,000
Q1 2024 May 02, 2024	BUY	$225.86 - $249.86 $76,114 - $84,202	337 Added 18.85%	2,125 $530,000
Q4 2023 Feb 09, 2024	BUY	$195.66 - $233.95 $349,840 - $418,302	1,788 New	1,788 $415,000

Others Institutions Holding VO

# of Institutions

2,518

Shares Held

221M

Call Options Held

55K

Put Options Held

34.5K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

More about VO

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 Mid Cap ETF Transaction History