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

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 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 203,684 shares of MGV stock, worth $25.4 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

203,684

Previous 208,089 2.12%

Holding current value

$25.4 Million

Previous $24.7 Million 5.96%

% of portfolio

0.17%

Previous 0.18%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$118.0 - $128.28 $519,790 - $565,073	-4,405 Reduced 2.12%	203,684 $26.1 Million
Q2 2024 Aug 09, 2024	BUY	$113.61 - $120.34 $1.25 Million - $1.32 Million	10,983 Added 5.57%	208,089 $24.7 Million
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	$90.82 - $106.81 $741,817 - $872,424	-8,168 Reduced 5.26%	147,257 $15.1 Million
Q3 2022 Nov 01, 2022	BUY	$89.91 - $103.89 $135,764 - $156,873	1,510 Added 0.98%	155,425 $14 Million
Q2 2022 Aug 02, 2022	BUY	$93.26 - $109.21 $1.19 Million - $1.4 Million	12,789 Added 9.06%	153,915 $14.8 Million
Q1 2022 Apr 27, 2022	BUY	$101.98 - $109.31 $14.4 Million - $15.4 Million	141,126 New	141,126 $15.2 Million
Q4 2020 Jan 22, 2021	SELL	$74.22 - $86.87 $874,014 - $1.02 Million	-11,776 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	$72.37 - $80.17 $852,229 - $944,081	11,776 New	11,776 $902,000

Others Institutions Holding MGV

# of Institutions

443

Shares Held

47.7M

Call Options Held

10.6K

Put Options Held

300

View Full List

About VANGUARD MEGA CAP VALUE

Ticker MGV
Sector ETFs
Industry ETFs

More about MGV

Track This Portfolio

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.

Account

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