Avantax Planning Partners, Inc. Vanguard Ftse Emerging Mkts Et Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Vanguard Ftse Emerging Mkts Et stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 299,663 shares of VWO stock, worth $13.4 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

299,663

Previous 448,972 33.26%

Holding current value

$13.4 Million

Previous $19.6 Million 27.02%

% of portfolio

0.52%

Previous 0.63%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$41.9 - $48.26 $6.26 Million - $7.21 Million	-149,309 Reduced 33.26%	299,663 $14.3 Million
Q2 2024 Aug 09, 2024	SELL	$40.83 - $44.89 $2.31 Million - $2.54 Million	-56,629 Reduced 11.2%	448,972 $19.6 Million
Q1 2024 May 02, 2024	BUY	$39.04 - $42.23 $1.72 Million - $1.86 Million	44,116 Added 9.56%	505,601 $21.1 Million
Q4 2023 Feb 09, 2024	BUY	$37.74 - $41.31 $347,811 - $380,712	9,216 Added 2.04%	461,485 $19 Million
Q3 2023 Nov 03, 2023	SELL	$39.04 - $43.07 $340,467 - $375,613	-8,721 Reduced 1.89%	452,269 $17.7 Million
Q2 2023 Jul 17, 2023	SELL	$39.05 - $42.09 $538,226 - $580,126	-13,783 Reduced 2.9%	460,990 $18.8 Million
Q1 2023 Apr 20, 2023	SELL	$38.45 - $43.18 $220,510 - $247,637	-5,735 Reduced 1.19%	474,773 $19.2 Million
Q4 2022 Feb 09, 2023	BUY	$35.32 - $40.67 $5.96 Million - $6.87 Million	168,828 Added 54.17%	480,508 $18.7 Million
Q3 2022 Oct 14, 2022	SELL	$36.49 - $42.54 $479,770 - $559,315	-13,148 Reduced 4.05%	311,680 $11.4 Million
Q2 2022 Jul 18, 2022	BUY	$40.48 - $47.83 $4.66 Million - $5.5 Million	115,085 Added 54.87%	324,828 $13.5 Million
Q1 2022 May 09, 2022	SELL	$42.79 - $51.23 $2.9 Million - $3.48 Million	-67,837 Reduced 24.44%	209,743 $9.68 Million
Q4 2021 Jan 28, 2022	BUY	$47.81 - $52.33 $10.7 Million - $11.7 Million	223,838 Added 416.5%	277,580 $13.7 Million
Q3 2021 Oct 27, 2021	BUY	$49.35 - $54.02 $1.93 Million - $2.11 Million	39,034 Added 265.39%	53,742 $2.69 Million
Q2 2021 Aug 10, 2021	SELL	$50.96 - $55.14 $68,031 - $73,611	-1,335 Reduced 8.32%	14,708 $799,000
Q1 2021 May 06, 2021	SELL	$50.34 - $56.49 $15,806 - $17,737	-314 Reduced 1.92%	16,043 $835,000
Q4 2020 Feb 04, 2021	SELL	$43.14 - $50.24 $872,463 - $1.02 Million	-20,224 Reduced 55.29%	16,357 $820,000
Q3 2020 Oct 28, 2020	BUY	$40.14 - $45.14 $49,332 - $55,477	1,229 Added 3.48%	36,581 $1.58 Million
Q2 2020 Jul 15, 2020	SELL	$32.36 - $40.59 $343,210 - $430,497	-10,606 Reduced 23.08%	35,352 $1.4 Million
Q1 2020 Apr 27, 2020	BUY	$30.46 - $45.91 $894,792 - $1.35 Million	29,376 Added 177.16%	45,958 $1.54 Million
Q4 2019 Jan 15, 2020	SELL	$39.79 - $44.7 $5,053 - $5,676	-127 Reduced 0.76%	16,582 $737,000
Q3 2019 Nov 08, 2019	BUY	$39.0 - $43.14 $53,664 - $59,360	1,376 Added 8.97%	16,709 $673,000
Q2 2019 Aug 07, 2019	SELL	$39.79 - $44.01 $92,631 - $102,455	-2,328 Reduced 13.18%	15,333 $654,000
Q1 2019 May 08, 2019	SELL	$37.67 - $43.15 $1.45 Million - $1.66 Million	-38,469 Reduced 68.54%	17,661 $751,000
Q4 2018 Feb 14, 2019	BUY	$36.68 - $41.1 $2.01 Million - $2.25 Million	54,684 Added 3781.74%	56,130 $2.14 Million
Q3 2018 Nov 13, 2018	BUY	$39.98 - $44.11 $57,811 - $63,783	1,446 New	1,446 $59,000
Q2 2018 Aug 13, 2018	SELL	$41.13 - $47.04 $647,303 - $740,315	-15,738 Closed	0 $0
Q1 2018 May 15, 2018	BUY	$44.96 - $50.98 $1,888 - $2,141	42 Added 0.27%	15,738 $739,000
Q4 2017 Feb 09, 2018	SELL	$43.58 - $45.91 $118,188 - $124,507	-2,712 Reduced 14.73%	15,696 $721,000
Q3 2017 Oct 19, 2017	BUY	$43.11 - $45.06 $793,568 - $829,464	18,408	18,408 $802,000

Others Institutions Holding VWO

# of Institutions

2,271

Shares Held

1.26B

Call Options Held

1.38M

Put Options Held

2.01M

View Full List

About VANGUARD FTSE EMERGING MKTS ET

Ticker VWO
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Avantax Planning Partners, Inc. Vanguard Ftse Emerging Mkts Et Transaction History