Avantax Advisory Services, Inc. Vanguard Consumer Discretionar Transaction History

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

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 18,699 shares of VCR stock, worth $7 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

18,699

Previous 20,057 6.77%

Holding current value

$7 Million

Previous $7.53 Million 19.16%

% of portfolio

0.04%

Previous 0.05%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$318.51 - $391.75 $432,536 - $531,996	-1,358 Reduced 6.77%	18,699 $6.09 Million
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

562

Shares Held

8.2M

Call Options Held

25.4K

Put Options Held

13.9K

View Full List

About VANGUARD CONSUMER DISCRETIONAR

Ticker VCR
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Avantax Advisory Services, Inc. Vanguard Consumer Discretionar Transaction History