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

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 25,208 shares of VOT stock, worth $6.88 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

25,208

Previous 32,670 22.84%

Holding current value

$6.88 Million

Previous $7.5 Million 18.16%

% of portfolio

0.22%

Previous 0.24%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$218.05 - $243.47 $1.63 Million - $1.82 Million	-7,462 Reduced 22.84%	25,208 $6.14 Million
Q2 2024 Aug 09, 2024	SELL	$218.75 - $234.97 $331,843 - $356,449	-1,517 Reduced 4.44%	32,670 $7.5 Million
Q1 2024 May 02, 2024	SELL	$212.21 - $235.79 $513,972 - $571,083	-2,422 Reduced 6.62%	34,187 $8.06 Million
Q4 2023 Feb 09, 2024	SELL	$180.9 - $221.2 $836,119 - $1.02 Million	-4,622 Reduced 11.21%	36,609 $8.04 Million
Q3 2023 Nov 03, 2023	BUY	$191.65 - $213.93 $588,365 - $656,765	3,070 Added 8.04%	41,231 $8.03 Million
Q2 2023 Jul 17, 2023	SELL	$186.22 - $205.77 $62,383 - $68,932	-335 Reduced 0.87%	38,161 $7.85 Million
Q1 2023 Apr 20, 2023	BUY	$177.43 - $203.61 $56,600 - $64,951	319 Added 0.84%	38,496 $7.5 Million
Q4 2022 Feb 09, 2023	BUY	$165.84 - $193.83 $346,273 - $404,717	2,088 Added 5.79%	38,177 $6.86 Million
Q3 2022 Oct 14, 2022	SELL	$170.12 - $208.72 $502,704 - $616,767	-2,955 Reduced 7.57%	36,089 $6.16 Million
Q2 2022 Jul 18, 2022	BUY	$167.96 - $227.2 $5.56 Million - $7.53 Million	33,126 Added 559.75%	39,044 $6.85 Million
Q1 2022 May 09, 2022	BUY	$199.76 - $251.37 $1.18 Million - $1.49 Million	5,918 New	5,918 $1.32 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-41 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	N/A	41 New	41 $6,000
Q2 2018 Aug 13, 2018	SELL	N/A	-41 Closed	0 $0
Q1 2018 May 15, 2018	BUY	N/A	41 New	41 $5,000

Others Institutions Holding VOT

# of Institutions

986

Shares Held

38.1M

Call Options Held

26.7K

Put Options Held

5.6K

View Full List

About VANGUARD MID-CAP GROWTH INDEX

Ticker VOT
Sector ETFs
Industry ETFs

More about VOT

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 Growth Index Transaction History