Avantax Advisory Services, Inc. Vanguard Financial ETF Transaction History

Avantax Advisory Services, Inc.

  • $11.1 Billion
  • Q1 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Vanguard Financial ETF stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 154,642 shares of VFH stock, worth $15.6 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
154,642
Previous 144,456 7.05%
Holding current value
$15.6 Million
Previous $13.3 Million 18.8%
% of portfolio
0.14%
Previous 0.13%

Shares

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

May 08, 2024
BUY
$90.62 - $102.39 $923,055 - $1.04 Million
10,186 Added 7.05%
154,642 $15.8 Million
Q4 2023

Feb 07, 2024
SELL
$75.97 - $92.67 $1.24 Million - $1.51 Million
-16,260 Reduced 10.12%
144,456 $13.3 Million
Q3 2023

Nov 07, 2023
BUY
$80.32 - $86.71 $2.18 Million - $2.35 Million
27,144 Added 20.32%
160,716 $12.9 Million
Q2 2023

Aug 11, 2023
SELL
$74.65 - $81.49 $8,734 - $9,534
-117 Reduced 0.09%
133,572 $10.9 Million
Q1 2023

Apr 28, 2023
SELL
$74.95 - $90.64 $369,578 - $446,945
-4,931 Reduced 3.56%
133,689 $10.4 Million
Q4 2022

Feb 13, 2023
BUY
$80.86 - $88.6 $810,378 - $887,949
10,022 Added 7.79%
138,620 $11.5 Million
Q3 2022

Nov 01, 2022
BUY
N/A
7,806 Added 6.46%
128,598 $9.57 Million
Q2 2022

Aug 02, 2022
BUY
N/A
19,155 Added 18.85%
120,792 $9.32 Million
Q1 2022

Apr 27, 2022
BUY
N/A
11,463 Added 12.71%
101,637 $9.5 Million
Q4 2021

Jan 24, 2022
BUY
N/A
3,808 Added 4.41%
90,174 $8.71 Million
Q3 2021

Oct 21, 2021
BUY
N/A
6,579 Added 8.25%
86,366 $8.01 Million
Q2 2021

Jul 29, 2021
BUY
N/A
17,933 Added 28.99%
79,787 $7.21 Million
Q1 2021

May 13, 2021
BUY
N/A
33,072 Added 114.91%
61,854 $5.22 Million
Q4 2020

Jan 22, 2021
SELL
N/A
-59,003 Reduced 67.21%
28,782 $2.09 Million
Q3 2020

Oct 14, 2020
BUY
N/A
73,283 Added 505.33%
87,785 $5.16 Million
Q2 2020

Aug 06, 2020
BUY
N/A
2,365 Added 19.49%
14,502 $830,000
Q1 2020

Apr 30, 2020
SELL
N/A
-7,840 Reduced 39.25%
12,137 $620,000
Q4 2019

Feb 14, 2020
BUY
N/A
2,779 Added 16.16%
19,977 $1.52 Million
Q3 2019

Nov 08, 2019
BUY
N/A
1,143 Added 7.12%
17,198 $1.21 Million
Q2 2019

Aug 06, 2019
BUY
N/A
4,070 Added 33.96%
16,055 $1.11 Million
Q1 2019

May 13, 2019
BUY
N/A
11,985 New
11,985 $774,000

Others Institutions Holding VFH

# of Institutions
666
Shares Held
48.3M
Call Options Held
85.1K
Put Options Held
15.3K
View Full List

About VANGUARD FINANCIAL ETF

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