Avantax Advisory Services, Inc. Vanguard S&P Mid Cap 400 ETF Transaction History

Avantax Advisory Services, Inc.

  • $14.9 Billion
  • Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 3,796 shares of IVOO stock, worth $405,185. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,796
Previous 3,002 26.45%
Holding current value
$405,185
Previous $297,000 34.68%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$97.05 - $106.1 $77,057 - $84,243
794 Added 26.45%
3,796 $400,000
Q2 2024

Aug 09, 2024
BUY
$95.6 - $102.96 $61,088 - $65,791
639 Added 27.04%
3,002 $297,000
Q1 2024

May 08, 2024
BUY
$90.9 - $103.01 $454 - $515
5 Added 0.21%
2,363 $243,000
Q4 2023

Feb 07, 2024
SELL
$78.64 - $94.88 $81,313 - $98,105
-1,034 Reduced 30.48%
2,358 $221,000
Q3 2023

Nov 07, 2023
BUY
$83.66 - $92.16 $283,774 - $312,606
3,392 New
3,392 $286,000

Others Institutions Holding IVOO

# of Institutions
270
Shares Held
10.4M
Call Options Held
3.5K
Put Options Held
0
View Full List

About VANGUARD S&P MID CAP 400 ETF

IVOO Quotes by TradingView
  • Ticker IVOO
  • Sector ETFs
  • Industry ETFs
More about IVOO
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email