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

Avantax Advisory Services, Inc.

  • $11.1 Billion
  • Q1 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 64,528 shares of VBR stock, worth $11.7 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
64,528
Previous 67,195 3.97%
Holding current value
$11.7 Million
Previous $12.1 Million 2.38%
% of portfolio
0.11%
Previous 0.12%

Shares

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

May 08, 2024
SELL
$172.45 - $191.88 $459,924 - $511,743
-2,667 Reduced 3.97%
64,528 $12.4 Million
Q4 2023

Feb 07, 2024
SELL
$149.18 - $181.94 $2.82 Million - $3.45 Million
-18,936 Reduced 21.99%
67,195 $12.1 Million
Q3 2023

Nov 07, 2023
BUY
$157.33 - $174.39 $1.51 Million - $1.67 Million
9,589 Added 12.53%
86,131 $13.7 Million
Q2 2023

Aug 11, 2023
BUY
$150.74 - $165.4 $1.44 Million - $1.58 Million
9,524 Added 14.21%
76,542 $12.7 Million
Q1 2023

Apr 28, 2023
BUY
$150.22 - $177.69 $950,141 - $1.12 Million
6,325 Added 10.42%
67,018 $10.6 Million
Q4 2022

Feb 13, 2023
BUY
$156.49 - $169.54 $2.25 Million - $2.44 Million
14,404 Added 31.12%
60,693 $9.64 Million
Q3 2022

Nov 01, 2022
SELL
N/A
-296 Reduced 0.64%
46,289 $6.64 Million
Q2 2022

Aug 02, 2022
BUY
N/A
614 Added 1.34%
46,585 $6.98 Million
Q1 2022

Apr 27, 2022
SELL
N/A
-1,374 Reduced 2.9%
45,971 $8.1 Million
Q4 2021

Jan 24, 2022
BUY
N/A
641 Added 1.37%
47,345 $8.47 Million
Q3 2021

Oct 21, 2021
SELL
N/A
-2,399 Reduced 4.89%
46,704 $7.92 Million
Q2 2021

Jul 29, 2021
BUY
N/A
3,977 Added 8.81%
49,103 $8.54 Million
Q1 2021

May 13, 2021
BUY
N/A
11,768 Added 35.28%
45,126 $7.48 Million
Q4 2020

Jan 22, 2021
SELL
N/A
-17,089 Reduced 33.88%
33,358 $4.75 Million
Q3 2020

Oct 14, 2020
BUY
N/A
21,342 Added 73.33%
50,447 $5.59 Million
Q2 2020

Aug 06, 2020
SELL
N/A
-13,350 Reduced 31.45%
29,105 $3.11 Million
Q1 2020

Apr 30, 2020
SELL
N/A
-8,377 Reduced 16.48%
42,455 $3.77 Million
Q4 2019

Feb 14, 2020
BUY
N/A
16,818 Added 49.44%
50,832 $6.96 Million
Q3 2019

Nov 08, 2019
BUY
N/A
2,406 Added 7.61%
34,014 $4.38 Million
Q2 2019

Aug 06, 2019
BUY
N/A
3,456 Added 12.28%
31,608 $4.13 Million
Q1 2019

May 13, 2019
BUY
N/A
2,406 Added 9.35%
28,152 $3.62 Million
Q4 2018

Feb 13, 2019
BUY
N/A
25,746 New
25,746 $2.94 Million

Others Institutions Holding VBR

# of Institutions
1,446
Shares Held
88.9M
Call Options Held
62.7K
Put Options Held
18.5K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

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