Avantax Advisory Services, Inc. Vanguard Small Cap ETF Transaction History

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 342,042 shares of VB stock, worth $81.2 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

342,042

Previous 312,886 9.32%

Holding current value

$81.2 Million

Previous $75.2 Million 0.89%

% of portfolio

0.47%

Previous 0.48%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$217.89 - $252.64 $6.35 Million - $7.37 Million	29,156 Added 9.32%	342,042 $75.8 Million
Q4 2024 Feb 07, 2025	BUY	$233.76 - $261.58 $5.77 Million - $6.46 Million	24,694 Added 8.57%	312,886 $75.2 Million
Q3 2024 Nov 13, 2024	BUY	$214.77 - $237.72 $2.05 Million - $2.27 Million	9,553 Added 3.43%	288,192 $68.4 Million
Q2 2024 Aug 09, 2024	BUY	$210.76 - $226.94 $5.23 Million - $5.63 Million	24,796 Added 9.77%	278,639 $60.8 Million
Q1 2024 May 08, 2024	BUY	$204.0 - $228.59 $556,308 - $623,364	2,727 Added 1.09%	253,843 $58 Million
Q4 2023 Feb 07, 2024	BUY	$175.26 - $215.9 $2.65 Million - $3.26 Million	15,099 Added 6.4%	251,116 $53.6 Million
Q3 2023 Nov 07, 2023	BUY	$186.24 - $208.75 $3.37 Million - $3.78 Million	18,119 Added 8.32%	236,017 $44.6 Million
Q2 2023 Aug 11, 2023	SELL	$181.26 - $198.89 $255,757 - $280,633	-1,411 Reduced 0.64%	217,898 $43.3 Million
Q1 2023 Apr 28, 2023	BUY	$179.51 - $208.76 $1.02 Million - $1.18 Million	5,659 Added 2.65%	219,309 $41.6 Million
Q4 2022 Feb 13, 2023	BUY	$172.82 - $196.57 $624,053 - $709,814	3,611 Added 1.72%	213,650 $39.2 Million
Q3 2022 Nov 01, 2022	BUY	$170.45 - $206.62 $3.57 Million - $4.33 Million	20,952 Added 11.08%	210,039 $35.9 Million
Q2 2022 Aug 02, 2022	BUY	$170.7 - $214.67 $723,597 - $909,986	4,239 Added 2.29%	189,087 $33.3 Million
Q1 2022 Apr 27, 2022	BUY	$198.73 - $227.97 $2.9 Million - $3.32 Million	14,569 Added 8.56%	184,848 $39.3 Million
Q4 2021 Jan 24, 2022	BUY	$215.13 - $239.37 $1.89 Million - $2.11 Million	8,799 Added 5.45%	170,279 $38.5 Million
Q3 2021 Oct 21, 2021	BUY	$211.9 - $229.42 $1.18 Million - $1.27 Million	5,556 Added 3.56%	161,480 $35.3 Million
Q2 2021 Jul 29, 2021	BUY	$211.77 - $228.05 $2.74 Million - $2.96 Million	12,960 Added 9.07%	155,924 $35.1 Million
Q1 2021 May 13, 2021	BUY	$191.53 - $223.48 $3.14 Million - $3.67 Million	16,401 Added 12.96%	142,964 $30.6 Million
Q4 2020 Jan 22, 2021	SELL	$156.0 - $196.91 $18.1 Million - $22.8 Million	-115,888 Reduced 47.8%	126,563 $24.7 Million
Q3 2020 Oct 14, 2020	BUY	$143.34 - $162.04 $21.4 Million - $24.2 Million	149,086 Added 159.68%	242,451 $37.3 Million
Q2 2020 Aug 06, 2020	SELL	$106.26 - $156.76 $1.32 Million - $1.95 Million	-12,422 Reduced 11.74%	93,365 $13.6 Million
Q1 2020 Apr 30, 2020	SELL	$98.45 - $170.48 $299,386 - $518,429	-3,041 Reduced 2.79%	105,787 $12.2 Million
Q4 2019 Feb 14, 2020	BUY	$149.04 - $166.74 $10.2 Million - $11.4 Million	68,567 Added 170.31%	108,828 $18 Million
Q3 2019 Nov 08, 2019	BUY	$153.32 - $158.01 $271,376 - $279,677	1,770 Added 4.6%	40,261 $6.2 Million
Q2 2019 Aug 06, 2019	BUY	N/A	1,889 Added 5.16%	38,491 $6.03 Million
Q1 2019 May 13, 2019	BUY	N/A	2,841 Added 8.42%	36,602 $5.59 Million
Q4 2018 Feb 13, 2019	BUY	N/A	33,761 New	33,761 $4.46 Million

Others Institutions Holding VB

# of Institutions

2,371

Shares Held

166M

Call Options Held

78.1K

Put Options Held

52.8K

View Full List

About VANGUARD SMALL-CAP ETF

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Avantax Advisory Services, Inc. Vanguard Small Cap ETF Transaction History