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

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 32,774 shares of VBK stock, worth $9.2 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

32,774

Previous 33,112 1.02%

Holding current value

$9.2 Million

Previous $9.27 Million 11.02%

% of portfolio

0.05%

Previous 0.06%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$247.97 - $296.33 $83,813 - $100,159	-338 Reduced 1.02%	32,774 $8.25 Million
Q4 2024 Feb 07, 2025	BUY	$264.18 - $304.19 $80,574 - $92,777	305 Added 0.93%	33,112 $9.27 Million
Q3 2024 Nov 13, 2024	BUY	$240.48 - $267.94 $289,056 - $322,063	1,202 Added 3.8%	32,807 $8.77 Million
Q2 2024 Aug 09, 2024	BUY	$237.63 - $258.31 $589,797 - $641,125	2,482 Added 8.52%	31,605 $7.91 Million
Q1 2024 May 08, 2024	SELL	$231.0 - $260.72 $43,659 - $49,276	-189 Reduced 0.64%	29,123 $7.59 Million
Q4 2023 Feb 07, 2024	BUY	$196.36 - $245.46 $289,631 - $362,053	1,475 Added 5.3%	29,312 $7.09 Million
Q3 2023 Nov 07, 2023	BUY	$210.59 - $239.48 $1.32 Million - $1.5 Million	6,249 Added 28.95%	27,837 $5.96 Million
Q2 2023 Aug 11, 2023	BUY	$209.12 - $229.74 $1.3 Million - $1.43 Million	6,212 Added 40.4%	21,588 $4.96 Million
Q1 2023 Apr 28, 2023	SELL	$198.77 - $233.54 $1.19 Million - $1.4 Million	-5,977 Reduced 27.99%	15,376 $3.33 Million
Q4 2022 Feb 13, 2023	BUY	$192.0 - $216.09 $359,232 - $404,304	1,871 Added 9.6%	21,353 $4.28 Million
Q3 2022 Nov 01, 2022	BUY	$192.77 - $237.17 $404,624 - $497,819	2,099 Added 12.08%	19,482 $3.8 Million
Q2 2022 Aug 02, 2022	BUY	$188.16 - $253.27 $654,796 - $881,379	3,480 Added 25.03%	17,383 $3.43 Million
Q1 2022 Apr 27, 2022	BUY	$224.28 - $282.83 $435,327 - $548,973	1,941 Added 16.23%	13,903 $3.44 Million
Q4 2021 Jan 24, 2022	BUY	$269.22 - $305.79 $365,331 - $414,957	1,357 Added 12.8%	11,962 $3.37 Million
Q3 2021 Oct 21, 2021	SELL	$273.65 - $297.37 $652,381 - $708,930	-2,384 Reduced 18.35%	10,605 $2.98 Million
Q2 2021 Jul 29, 2021	BUY	$260.67 - $292.07 $271,618 - $304,336	1,042 Added 8.72%	12,989 $3.76 Million
Q1 2021 May 13, 2021	BUY	$262.76 - $302.04 $241,476 - $277,574	919 Added 8.33%	11,947 $3.28 Million
Q4 2020 Jan 22, 2021	SELL	$216.78 - $272.28 $2.07 Million - $2.61 Million	-9,571 Reduced 46.46%	11,028 $2.95 Million
Q3 2020 Oct 14, 2020	BUY	$197.81 - $223.21 $2 Million - $2.26 Million	10,117 Added 96.52%	20,599 $4.43 Million
Q2 2020 Aug 06, 2020	SELL	$139.78 - $205.13 $61,782 - $90,667	-442 Reduced 4.05%	10,482 $2.1 Million
Q1 2020 Apr 30, 2020	SELL	$128.7 - $210.28 $1.61 Million - $2.63 Million	-12,507 Reduced 53.38%	10,924 $1.64 Million
Q4 2019 Feb 14, 2020	BUY	$177.24 - $199.81 $298,472 - $336,480	1,684 Added 7.74%	23,431 $4.66 Million
Q3 2019 Nov 08, 2019	SELL	$181.04 - $188.72 $897,596 - $935,673	-4,958 Reduced 18.57%	21,747 $3.96 Million
Q2 2019 Aug 06, 2019	BUY	N/A	3,044 Added 12.87%	26,705 $4.97 Million
Q1 2019 May 13, 2019	BUY	N/A	4,369 Added 22.65%	23,661 $4.25 Million
Q4 2018 Feb 13, 2019	BUY	N/A	19,292 New	19,292 $2.91 Million

Others Institutions Holding VBK

# of Institutions

1,235

Shares Held

44.7M

Call Options Held

51K

Put Options Held

33K

View Full List

About VANGUARD SMALL-CAP GROWTH ETF

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