Avantax Advisory Services, Inc. Vanguard Energy ETF Transaction History

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Vanguard Energy ETF stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 54,017 shares of VDE stock, worth $6.75 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

54,017

Previous 54,985 1.76%

Holding current value

$6.75 Million

Previous $6.73 Million 2.7%

% of portfolio

0.04%

Previous 0.05%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$116.67 - $136.78 $112,936 - $132,403	-968 Reduced 1.76%	54,017 $6.55 Million
Q3 2024 Nov 13, 2024	SELL	$117.44 - $131.06 $725,544 - $809,688	-6,178 Reduced 10.1%	54,985 $6.73 Million
Q2 2024 Aug 09, 2024	SELL	$123.17 - $136.7 $230,451 - $255,765	-1,871 Reduced 2.97%	61,163 $7.8 Million
Q1 2024 May 08, 2024	BUY	$111.77 - $131.7 $806,979 - $950,873	7,220 Added 12.94%	63,034 $8.3 Million
Q4 2023 Feb 07, 2024	SELL	$113.37 - $128.78 $1.37 Million - $1.56 Million	-12,086 Reduced 17.8%	55,814 $6.55 Million
Q3 2023 Nov 07, 2023	BUY	$110.08 - $130.52 $1.87 Million - $2.21 Million	16,961 Added 33.3%	67,900 $8.61 Million
Q2 2023 Aug 11, 2023	SELL	$105.87 - $119.99 $191,201 - $216,701	-1,806 Reduced 3.42%	50,939 $5.75 Million
Q1 2023 Apr 28, 2023	SELL	$106.22 - $128.7 $1.23 Million - $1.49 Million	-11,603 Reduced 18.03%	52,745 $6.03 Million
Q4 2022 Feb 13, 2023	BUY	$107.13 - $131.88 $141,411 - $174,081	1,320 Added 2.09%	64,348 $7.8 Million
Q3 2022 Nov 01, 2022	SELL	$93.77 - $118.45 $1.55 Million - $1.96 Million	-16,508 Reduced 20.76%	63,028 $6.4 Million
Q2 2022 Aug 02, 2022	BUY	$97.94 - $128.99 $439,848 - $579,294	4,491 Added 5.98%	79,536 $7.91 Million
Q1 2022 Apr 27, 2022	SELL	$80.1 - $110.55 $79,058 - $109,112	-987 Reduced 1.3%	75,045 $8.03 Million
Q4 2021 Jan 24, 2022	BUY	$74.1 - $83.72 $407,031 - $459,873	5,493 Added 7.79%	76,032 $5.9 Million
Q3 2021 Oct 21, 2021	BUY	$63.79 - $77.26 $32,150 - $38,939	504 Added 0.72%	70,539 $5.21 Million
Q2 2021 Jul 29, 2021	BUY	$65.04 - $78.97 $519,279 - $630,496	7,984 Added 12.87%	70,035 $5.31 Million
Q1 2021 May 13, 2021	BUY	$52.13 - $74.47 $1.08 Million - $1.54 Million	20,658 Added 49.91%	62,051 $4.22 Million
Q4 2020 Jan 22, 2021	SELL	$37.58 - $56.62 $492,147 - $741,495	-13,096 Reduced 24.03%	41,393 $2.15 Million
Q3 2020 Oct 14, 2020	BUY	$40.31 - $52.03 $1.61 Million - $2.08 Million	39,960 Added 275.04%	54,489 $2.18 Million
Q2 2020 Aug 06, 2020	BUY	$36.44 - $63.07 $16,325 - $28,255	448 Added 3.18%	14,529 $734,000
Q1 2020 Apr 30, 2020	BUY	$31.29 - $82.78 $179,980 - $476,150	5,752 Added 69.06%	14,081 $542,000
Q4 2019 Feb 14, 2020	BUY	$73.38 - $81.73 $7,117 - $7,927	97 Added 1.18%	8,329 $679,000
Q3 2019 Nov 08, 2019	BUY	$78.02 - $84.06 $54,848 - $59,094	703 Added 9.34%	8,232 $640,000
Q2 2019 Aug 06, 2019	BUY	N/A	1,336 Added 21.57%	7,529 $640,000
Q1 2019 May 13, 2019	BUY	N/A	489 Added 8.57%	6,193 $554,000
Q4 2018 Feb 13, 2019	BUY	N/A	5,704 New	5,704 $435,000

Others Institutions Holding VDE

# of Institutions

740

Shares Held

28.1M

Call Options Held

142K

Put Options Held

23.2K

View Full List

About VANGUARD ENERGY ETF

Ticker VDE
Sector ETFs
Industry ETFs

More about VDE

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Avantax Advisory Services, Inc. Vanguard Energy ETF Transaction History