Avantax Planning Partners, Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 3,377 shares of VOO stock, worth $1.87 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

3,377

Previous 3,036 11.23%

Holding current value

$1.87 Million

Previous $1.52 Million 17.33%

% of portfolio

0.06%

Previous 0.05%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$475.2 - $527.7 $162,043 - $179,945	341 Added 11.23%	3,377 $1.78 Million
Q2 2024 Aug 09, 2024	SELL	$455.1 - $504.28 $275,335 - $305,089	-605 Reduced 16.62%	3,036 $1.52 Million
Q1 2024 May 02, 2024	BUY	$429.43 - $481.35 $26,195 - $29,362	61 Added 1.7%	3,641 $1.75 Million
Q4 2023 Feb 09, 2024	BUY	$377.32 - $438.19 $435,427 - $505,671	1,154 Added 47.57%	3,580 $1.56 Million
Q3 2023 Nov 03, 2023	BUY	$392.7 - $420.68 $184,569 - $197,719	470 Added 24.03%	2,426 $952,000
Q2 2023 Jul 17, 2023	BUY	$371.44 - $407.28 $51,258 - $56,204	138 Added 7.59%	1,956 $796,000
Q1 2023 Apr 20, 2023	SELL	$348.66 - $382.94 $196,992 - $216,361	-565 Reduced 23.71%	1,818 $683,000
Q4 2022 Feb 09, 2023	BUY	$327.64 - $374.54 $112,052 - $128,092	342 Added 16.76%	2,383 $837,000
Q3 2022 Oct 14, 2022	SELL	$328.3 - $395.04 $109,980 - $132,338	-335 Reduced 14.1%	2,041 $670,000
Q2 2022 Jul 18, 2022	BUY	$337.07 - $419.85 $44,493 - $55,420	132 Added 5.88%	2,376 $824,000
Q1 2022 May 09, 2022	SELL	$382.7 - $439.25 $238,422 - $273,652	-623 Reduced 21.73%	2,244 $932,000
Q4 2021 Jan 28, 2022	BUY	$394.21 - $439.01 $135,214 - $150,580	343 Added 13.59%	2,867 $1.25 Million
Q3 2021 Oct 27, 2021	BUY	$390.68 - $416.73 $12,501 - $13,335	32 Added 1.28%	2,524 $996,000
Q2 2021 Aug 10, 2021	BUY	$368.16 - $394.32 $426,329 - $456,622	1,158 Added 86.81%	2,492 $981,000
Q1 2021 May 06, 2021	BUY	$339.03 - $365.24 $3,729 - $4,017	11 Added 0.83%	1,334 $486,000
Q4 2020 Feb 04, 2021	SELL	$299.82 - $343.69 $599 - $687	-2 Reduced 0.15%	1,323 $455,000
Q3 2020 Oct 28, 2020	SELL	$285.37 - $328.74 $62,210 - $71,665	-218 Reduced 14.13%	1,325 $408,000
Q2 2020 Jul 15, 2020	BUY	$226.15 - $297.17 $40,933 - $53,787	181 Added 13.29%	1,543 $437,000
Q1 2020 Apr 27, 2020	BUY	$204.27 - $310.92 $5,923 - $9,016	29 Added 2.18%	1,362 $323,000
Q4 2019 Jan 15, 2020	BUY	$264.57 - $296.67 $59,528 - $66,750	225 Added 20.31%	1,333 $394,000
Q3 2019 Nov 08, 2019	BUY	$260.57 - $277.38 $8,338 - $8,876	32 Added 2.97%	1,108 $302,000
Q2 2019 Aug 07, 2019	SELL	$252.12 - $271.73 $131,606 - $141,843	-522 Reduced 32.67%	1,076 $293,000
Q1 2019 May 08, 2019	SELL	$224.5 - $261.43 $161,864 - $188,491	-721 Reduced 31.09%	1,598 $415,000
Q4 2018 Feb 14, 2019	BUY	$215.07 - $268.24 $156,355 - $195,010	727 Added 45.67%	2,319 $533,000
Q3 2018 Nov 13, 2018	BUY	$248.79 - $269.75 $11,693 - $12,678	47 Added 3.04%	1,592 $425,000
Q2 2018 Aug 13, 2018	SELL	$236.48 - $256.33 $62,194 - $67,414	-263 Reduced 14.55%	1,545 $386,000
Q1 2018 May 15, 2018	BUY	$236.79 - $263.36 $236 - $263	1 Added 0.06%	1,808 $438,000
Q4 2017 Feb 09, 2018	SELL	$231.73 - $247.65 $854,388 - $913,085	-3,687 Reduced 67.11%	1,807 $443,000
Q3 2017 Oct 19, 2017	BUY	$228.78 - $230.76 $1.26 Million - $1.27 Million	5,494	5,494 $1.27 Million

Others Institutions Holding VOO

# of Institutions

3,155

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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Avantax Planning Partners, Inc. Vanguard Index Fds S&P 500 ETF Transaction History