Avantax Planning Partners, Inc. Vanguard Total Stock Market Et Transaction History

Avantax Planning Partners, Inc.

$2.76 Billion
Q4 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 10,702 shares of VTI stock, worth $2.93 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

10,702

Previous 7,459 43.48%

Holding current value

$2.93 Million

Previous $2.11 Million 46.83%

% of portfolio

0.11%

Previous 0.08%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$280.04 - $302.45 $908,169 - $980,845	3,243 Added 43.48%	10,702 $3.1 Million
Q3 2024 Nov 13, 2024	SELL	$255.18 - $283.2 $860,977 - $955,516	-3,374 Reduced 31.15%	7,459 $2.11 Million
Q2 2024 Aug 09, 2024	SELL	$245.23 - $269.4 $275,148 - $302,266	-1,122 Reduced 9.39%	10,833 $2.9 Million
Q1 2024 May 02, 2024	BUY	$232.77 - $260.14 $378,949 - $423,507	1,628 Added 15.76%	11,955 $3.11 Million
Q4 2023 Feb 09, 2024	SELL	$203.12 - $238.25 $22,546 - $26,445	-111 Reduced 1.06%	10,327 $2.45 Million
Q3 2023 Nov 03, 2023	SELL	$211.41 - $228.35 $3,171 - $3,425	-15 Reduced 0.14%	10,438 $2.22 Million
Q2 2023 Jul 17, 2023	BUY	$200.75 - $220.28 $38,343 - $42,073	191 Added 1.86%	10,453 $2.3 Million
Q1 2023 Apr 20, 2023	BUY	$189.85 - $210.01 $78,408 - $86,734	413 Added 4.19%	10,262 $2.09 Million
Q4 2022 Feb 09, 2023	BUY	$179.3 - $204.18 $92,518 - $105,356	516 Added 5.53%	9,849 $1.88 Million
Q3 2022 Oct 14, 2022	SELL	$179.47 - $216.24 $150,934 - $181,857	-841 Reduced 8.27%	9,333 $1.68 Million
Q2 2022 Jul 18, 2022	SELL	$183.02 - $230.52 $167,280 - $210,695	-914 Reduced 8.24%	10,174 $1.92 Million
Q1 2022 May 09, 2022	BUY	$209.9 - $242.97 $12,803 - $14,821	61 Added 0.55%	11,088 $2.52 Million
Q4 2021 Jan 28, 2022	SELL	$221.73 - $242.96 $11,973 - $13,119	-54 Reduced 0.49%	11,027 $2.66 Million
Q3 2021 Oct 27, 2021	BUY	$219.23 - $234.37 $1,315 - $1,406	6 Added 0.05%	11,081 $2.46 Million
Q2 2021 Aug 10, 2021	BUY	$209.28 - $222.82 $201,536 - $214,575	963 Added 9.52%	11,075 $2.47 Million
Q1 2021 May 06, 2021	SELL	$191.87 - $208.85 $299,509 - $326,014	-1,561 Reduced 13.37%	10,112 $2.09 Million
Q4 2020 Feb 04, 2021	BUY	$166.99 - $194.64 $23,712 - $27,638	142 Added 1.23%	11,673 $2.27 Million
Q3 2020 Oct 28, 2020	SELL	$157.44 - $181.24 $172,396 - $198,457	-1,095 Reduced 8.67%	11,531 $1.96 Million
Q2 2020 Jul 15, 2020	BUY	$122.96 - $164.1 $81,645 - $108,962	664 Added 5.55%	12,626 $1.98 Million
Q1 2020 Apr 27, 2020	SELL	$111.91 - $172.17 $29,432 - $45,280	-263 Reduced 2.15%	11,962 $1.54 Million
Q4 2019 Jan 15, 2020	SELL	$146.61 - $164.29 $176,811 - $198,133	-1,206 Reduced 8.98%	12,225 $2 Million
Q3 2019 Nov 08, 2019	BUY	$150.3 - $153.62 $114,678 - $117,212	763 Added 6.02%	13,431 $2.03 Million
Q2 2019 Aug 07, 2019	BUY	N/A	983 Added 8.41%	12,668 $1.92 Million
Q1 2019 May 08, 2019	BUY	N/A	741 Added 6.77%	11,685 $1.69 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-1,937 Reduced 15.04%	10,944 $1.4 Million
Q3 2018 Nov 13, 2018	BUY	N/A	1,388 Added 12.08%	12,881 $1.93 Million
Q2 2018 Aug 13, 2018	BUY	N/A	4,146 Added 56.43%	11,493 $1.61 Million
Q1 2018 May 15, 2018	BUY	N/A	150 Added 2.08%	7,347 $997,000
Q4 2017 Feb 09, 2018	SELL	N/A	-14,920 Reduced 67.46%	7,197 $988,000
Q3 2017 Oct 19, 2017	BUY	N/A	22,117	22,117 $2.87 Million

Others Institutions Holding VTI

# of Institutions

3,377

Shares Held

454M

Call Options Held

1.31M

Put Options Held

1.13M

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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 Total Stock Market Et Transaction History