Avantax Planning Partners, Inc. Vanguard Value ETF Transaction History

Avantax Planning Partners, Inc.

$2.76 Billion
Q4 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Vanguard Value ETF stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 44,064 shares of VTV stock, worth $7.85 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

44,064

Previous 47,044 6.33%

Holding current value

$7.85 Million

Previous $8.21 Million 9.16%

% of portfolio

0.27%

Previous 0.3%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$168.32 - $181.87 $501,593 - $541,972	-2,980 Reduced 6.33%	44,064 $7.46 Million
Q3 2024 Nov 13, 2024	BUY	$159.75 - $174.57 $112,144 - $122,548	702 Added 1.51%	47,044 $8.21 Million
Q2 2024 Aug 09, 2024	SELL	$154.57 - $163.65 $58,272 - $61,696	-377 Reduced 0.81%	46,342 $7.43 Million
Q1 2024 May 02, 2024	BUY	$147.46 - $162.86 $382,953 - $422,947	2,597 Added 5.89%	46,719 $7.61 Million
Q4 2023 Feb 09, 2024	SELL	$131.82 - $149.95 $628,122 - $714,511	-4,765 Reduced 9.75%	44,122 $6.6 Million
Q3 2023 Nov 03, 2023	SELL	$137.93 - $147.18 $826,200 - $881,608	-5,990 Reduced 10.92%	48,887 $6.74 Million
Q2 2023 Jul 17, 2023	SELL	$134.74 - $142.42 $1.58 Million - $1.67 Million	-11,722 Reduced 17.6%	54,877 $7.8 Million
Q1 2023 Apr 20, 2023	SELL	$132.13 - $144.96 $253,425 - $278,033	-1,918 Reduced 2.8%	66,599 $9.2 Million
Q4 2022 Feb 09, 2023	SELL	$124.69 - $146.24 $125,936 - $147,702	-1,010 Reduced 1.45%	68,517 $9.62 Million
Q3 2022 Oct 14, 2022	BUY	$123.48 - $143.43 $723,592 - $840,499	5,860 Added 9.2%	69,527 $8.59 Million
Q2 2022 Jul 18, 2022	BUY	$128.01 - $150.8 $100,743 - $118,679	787 Added 1.25%	63,667 $8.4 Million
Q1 2022 May 09, 2022	SELL	$140.46 - $150.33 $200,015 - $214,069	-1,424 Reduced 2.21%	62,880 $9.29 Million
Q4 2021 Jan 28, 2022	BUY	$136.43 - $147.24 $6,139 - $6,625	45 Added 0.07%	64,304 $9.46 Million
Q3 2021 Oct 27, 2021	SELL	$134.5 - $142.48 $161,938 - $171,545	-1,204 Reduced 1.84%	64,259 $8.7 Million
Q2 2021 Aug 10, 2021	SELL	$132.12 - $141.17 $24,045 - $25,692	-182 Reduced 0.28%	65,463 $9 Million
Q1 2021 May 06, 2021	SELL	$117.44 - $132.31 $271,168 - $305,503	-2,309 Reduced 3.4%	65,645 $8.63 Million
Q4 2020 Feb 04, 2021	SELL	$101.75 - $119.15 $195,156 - $228,529	-1,918 Reduced 2.75%	67,954 $8.08 Million
Q3 2020 Oct 28, 2020	BUY	$98.37 - $109.49 $147,456 - $164,125	1,499 Added 2.19%	69,872 $7.3 Million
Q2 2020 Jul 15, 2020	BUY	$85.23 - $110.16 $4.53 Million - $5.85 Million	53,112 Added 348.02%	68,373 $6.81 Million
Q1 2020 Apr 27, 2020	BUY	$76.76 - $121.42 $26,635 - $42,132	347 Added 2.33%	15,261 $1.36 Million
Q4 2019 Jan 15, 2020	BUY	$107.9 - $120.77 $589,889 - $660,249	5,467 Added 57.87%	14,914 $1.79 Million
Q3 2019 Nov 08, 2019	BUY	$111.23 - $113.16 $101,441 - $103,201	912 Added 10.69%	9,447 $1.05 Million
Q2 2019 Aug 07, 2019	BUY	N/A	751 Added 9.65%	8,535 $957,000
Q1 2019 May 08, 2019	BUY	N/A	12 Added 0.15%	7,784 $838,000
Q4 2018 Feb 14, 2019	BUY	N/A	16 Added 0.21%	7,772 $761,000
Q3 2018 Nov 13, 2018	SELL	N/A	-281 Reduced 3.5%	7,756 $858,000
Q2 2018 Aug 13, 2018	BUY	N/A	376 Added 4.91%	8,037 $834,000
Q4 2017 Feb 09, 2018	SELL	N/A	-4,594 Reduced 37.49%	7,661 $815,000
Q3 2017 Oct 19, 2017	BUY	N/A	12,255	12,255 $1.22 Million

Others Institutions Holding VTV

# of Institutions

2,529

Shares Held

543M

Call Options Held

539K

Put Options Held

93.6K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

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Avantax Planning Partners, Inc. Vanguard Value ETF Transaction History