Avantax Advisory Services, Inc. Vanguard Consumer Discretionar Transaction History

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Vanguard Consumer Discretionar stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 20,057 shares of VCR stock, worth $7.01 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

20,057

Previous 20,072 0.07%

Holding current value

$7.01 Million

Previous $6.83 Million 10.16%

% of portfolio

0.05%

Previous 0.05%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$328.51 - $401.37 $4,927 - $6,020	-15 Reduced 0.07%	20,057 $7.53 Million
Q3 2024 Nov 13, 2024	SELL	$291.88 - $341.94 $255,395 - $299,197	-875 Reduced 4.18%	20,072 $6.83 Million
Q2 2024 Aug 09, 2024	SELL	$292.03 - $315.87 $180,474 - $195,207	-618 Reduced 2.87%	20,947 $6.54 Million
Q1 2024 May 08, 2024	BUY	$292.25 - $318.12 $1.05 Million - $1.15 Million	3,607 Added 20.09%	21,565 $6.85 Million
Q4 2023 Feb 07, 2024	SELL	$247.89 - $308.23 $1.06 Million - $1.32 Million	-4,279 Reduced 19.24%	17,958 $5.47 Million
Q3 2023 Nov 07, 2023	BUY	$265.85 - $296.58 $1.28 Million - $1.43 Million	4,809 Added 27.59%	22,237 $5.99 Million
Q2 2023 Aug 11, 2023	SELL	$243.5 - $283.2 $197,722 - $229,958	-812 Reduced 4.45%	17,428 $4.94 Million
Q1 2023 Apr 28, 2023	BUY	$217.79 - $265.16 $739,179 - $899,953	3,394 Added 22.86%	18,240 $4.61 Million
Q4 2022 Feb 13, 2023	SELL	$213.95 - $246.49 $122,379 - $140,992	-572 Reduced 3.71%	14,846 $3.25 Million
Q3 2022 Nov 01, 2022	BUY	$231.64 - $287.67 $218,204 - $270,985	942 Added 6.51%	15,418 $3.62 Million
Q2 2022 Aug 02, 2022	BUY	$222.74 - $312.09 $1.81 Million - $2.54 Million	8,135 Added 128.29%	14,476 $3.29 Million
Q1 2022 Apr 27, 2022	SELL	$271.48 - $348.23 $229,400 - $294,254	-845 Reduced 11.76%	6,341 $1.94 Million
Q4 2021 Jan 24, 2022	BUY	$309.2 - $355.63 $919,251 - $1.06 Million	2,973 Added 70.57%	7,186 $2.45 Million
Q3 2021 Oct 21, 2021	BUY	$306.91 - $323.69 $257,497 - $271,575	839 Added 24.87%	4,213 $1.31 Million
Q2 2021 Jul 29, 2021	BUY	$292.51 - $314.88 $403,371 - $434,219	1,379 Added 69.12%	3,374 $1.06 Million
Q1 2021 May 13, 2021	BUY	$271.66 - $300.39 $203,745 - $225,292	750 Added 60.24%	1,995 $588,000
Q4 2020 Jan 22, 2021	SELL	$229.12 - $275.61 $1.2 Million - $1.45 Million	-5,247 Reduced 80.82%	1,245 $347,000
Q3 2020 Oct 14, 2020	BUY	$202.32 - $250.9 $1.31 Million - $1.63 Million	6,492 New	6,492 $1.53 Million

Others Institutions Holding VCR

# of Institutions

566

Shares Held

13.5M

Call Options Held

14.7K

Put Options Held

15.3K

View Full List

About VANGUARD CONSUMER DISCRETIONAR

Ticker VCR
Sector ETFs
Industry ETFs

More about VCR

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 Consumer Discretionar Transaction History