Avantax Planning Partners, Inc. Vanguard Mid Cap Value Index F Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 44,111 shares of VOE stock, worth $7.32 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

44,111

Previous 75,039 41.22%

Holding current value

$7.32 Million

Previous $11.3 Million 34.48%

% of portfolio

0.27%

Previous 0.36%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$149.02 - $167.67 $4.61 Million - $5.19 Million	-30,928 Reduced 41.22%	44,111 $7.4 Million
Q2 2024 Aug 09, 2024	SELL	$146.82 - $155.77 $603,430 - $640,214	-4,110 Reduced 5.19%	75,039 $11.3 Million
Q1 2024 May 02, 2024	SELL	$141.07 - $155.91 $1.09 Million - $1.21 Million	-7,756 Reduced 8.92%	79,149 $12.3 Million
Q4 2023 Feb 09, 2024	BUY	$124.27 - $145.8 $158,319 - $185,749	1,274 Added 1.49%	86,905 $12.6 Million
Q3 2023 Nov 03, 2023	SELL	$130.77 - $144.24 $219,824 - $242,467	-1,681 Reduced 1.93%	85,631 $11.2 Million
Q2 2023 Jul 17, 2023	BUY	$127.92 - $138.38 $617,597 - $668,098	4,828 Added 5.85%	87,312 $12.1 Million
Q1 2023 Apr 20, 2023	BUY	$126.74 - $147.12 $1.07 Million - $1.24 Million	8,437 Added 11.39%	82,484 $11.1 Million
Q4 2022 Feb 09, 2023	SELL	$122.51 - $142.75 $1.1 Million - $1.28 Million	-8,989 Reduced 10.83%	74,047 $10 Million
Q3 2022 Oct 14, 2022	SELL	$121.77 - $145.8 $1.29 Million - $1.55 Million	-10,632 Reduced 11.35%	83,036 $10.1 Million
Q2 2022 Jul 18, 2022	BUY	$126.2 - $153.17 $4.99 Million - $6.06 Million	39,578 Added 73.17%	93,668 $12.1 Million
Q1 2022 May 09, 2022	BUY	$140.72 - $152.6 $327,174 - $354,795	2,325 Added 4.49%	54,090 $8.1 Million
Q4 2021 Jan 28, 2022	BUY	$140.47 - $150.69 $80,348 - $86,194	572 Added 1.12%	51,765 $7.78 Million
Q3 2021 Oct 27, 2021	BUY	$135.17 - $146.62 $3.35 Million - $3.64 Million	24,799 Added 93.96%	51,193 $7.15 Million
Q2 2021 Aug 10, 2021	SELL	$136.19 - $145.71 $29,553 - $31,619	-217 Reduced 0.82%	26,394 $3.71 Million
Q1 2021 May 06, 2021	SELL	$116.81 - $138.13 $46,139 - $54,561	-395 Reduced 1.46%	26,611 $3.59 Million
Q4 2020 Feb 04, 2021	SELL	$100.82 - $119.56 $1.15 Million - $1.37 Million	-11,421 Reduced 29.72%	27,006 $3.21 Million
Q3 2020 Oct 28, 2020	SELL	$93.59 - $106.12 $785,313 - $890,452	-8,391 Reduced 17.92%	38,427 $3.9 Million
Q2 2020 Jul 15, 2020	BUY	$75.66 - $107.24 $897,630 - $1.27 Million	11,864 Added 33.94%	46,818 $4.48 Million
Q1 2020 Apr 27, 2020	BUY	$68.69 - $121.9 $687,312 - $1.22 Million	10,006 Added 40.11%	34,954 $2.84 Million
Q4 2019 Jan 15, 2020	BUY	$108.67 - $119.8 $2,064 - $2,276	19 Added 0.08%	24,948 $2.97 Million
Q3 2019 Nov 08, 2019	SELL	$112.16 - $114.13 $56,865 - $57,863	-507 Reduced 1.99%	24,929 $2.82 Million
Q2 2019 Aug 07, 2019	SELL	N/A	-1,747 Reduced 6.43%	25,436 $2.86 Million
Q1 2019 May 08, 2019	SELL	N/A	-31,898 Reduced 53.99%	27,183 $2.93 Million
Q4 2018 Feb 14, 2019	BUY	N/A	58,733 Added 16877.3%	59,081 $5.63 Million
Q3 2018 Nov 13, 2018	BUY	N/A	348 New	348 $39,000
Q2 2018 Aug 13, 2018	SELL	N/A	-347 Closed	0 $0
Q1 2018 May 15, 2018	BUY	N/A	347 New	347 $38,000
Q4 2017 Feb 09, 2018	SELL	N/A	-8,870 Closed	0 $0
Q3 2017 Oct 19, 2017	BUY	N/A	8,870	8,870 $937,000

Others Institutions Holding VOE

# of Institutions

1,124

Shares Held

68.8M

Call Options Held

31K

Put Options Held

1.8K

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Avantax Planning Partners, Inc. Vanguard Mid Cap Value Index F Transaction History