Avantax Advisory Services, Inc. Vanguard Mega Cap Value Transaction History

Avantax Advisory Services, Inc.

  • $11.1 Billion
  • Q1 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 197,106 shares of MGV stock, worth $23.4 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
197,106
Previous 205,343 4.01%
Holding current value
$23.4 Million
Previous $22.5 Million 4.89%
% of portfolio
0.21%
Previous 0.23%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
SELL
$108.33 - $119.51 $892,314 - $984,403
-8,237 Reduced 4.01%
197,106 $23.6 Million
Q4 2023

Feb 07, 2024
SELL
$97.07 - $109.74 $255,779 - $289,164
-2,635 Reduced 1.27%
205,343 $22.5 Million
Q3 2023

Nov 07, 2023
SELL
$101.4 - $107.46 $102,414 - $108,534
-1,010 Reduced 0.48%
207,978 $21.1 Million
Q2 2023

Aug 11, 2023
BUY
$98.78 - $104.28 $415,073 - $438,184
4,202 Added 2.05%
208,988 $21.7 Million
Q1 2023

Apr 28, 2023
BUY
$97.0 - $105.37 $5.58 Million - $6.06 Million
57,529 Added 39.07%
204,786 $20.7 Million
Q4 2022

Feb 13, 2023
SELL
$98.95 - $106.81 $808,223 - $872,424
-8,168 Reduced 5.26%
147,257 $15.1 Million
Q3 2022

Nov 01, 2022
BUY
N/A
1,510 Added 0.98%
155,425 $14 Million
Q2 2022

Aug 02, 2022
BUY
N/A
12,789 Added 9.06%
153,915 $14.8 Million
Q1 2022

Apr 27, 2022
BUY
N/A
141,126 New
141,126 $15.2 Million
Q4 2020

Jan 22, 2021
SELL
N/A
-11,776 Closed
0 $0
Q3 2020

Oct 14, 2020
BUY
N/A
11,776 New
11,776 $902,000

Others Institutions Holding MGV

# of Institutions
388
Shares Held
44.4M
Call Options Held
55.5K
Put Options Held
200
View Full List

About VANGUARD MEGA CAP VALUE

MGV Quotes by TradingView
  • Ticker MGV
  • Sector ETFs
  • Industry ETFs
More about MGV
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