Avantax Advisory Services, Inc. Vanguard Financial ETF Transaction History

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

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 144,728 shares of VFH stock, worth $18.7 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

144,728

Previous 147,883 2.13%

Holding current value

$18.7 Million

Previous $17.5 Million 0.97%

% of portfolio

0.11%

Previous 0.11%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$114.07 - $127.34 $359,890 - $401,757	-3,155 Reduced 2.13%	144,728 $17.3 Million
Q4 2024 Feb 07, 2025	SELL	$108.87 - $126.2 $251,707 - $291,774	-2,312 Reduced 1.54%	147,883 $17.5 Million
Q3 2024 Nov 13, 2024	SELL	$99.27 - $111.21 $231,894 - $259,786	-2,336 Reduced 1.53%	150,195 $16.5 Million
Q2 2024 Aug 09, 2024	SELL	$95.9 - $103.0 $202,444 - $217,433	-2,111 Reduced 1.37%	152,531 $15.2 Million
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	$74.7 - $88.6 $748,643 - $887,949	10,022 Added 7.79%	138,620 $11.5 Million
Q3 2022 Nov 01, 2022	BUY	$74.44 - $88.21 $581,078 - $688,567	7,806 Added 6.46%	128,598 $9.57 Million
Q2 2022 Aug 02, 2022	BUY	$75.42 - $93.29 $1.44 Million - $1.79 Million	19,155 Added 18.85%	120,792 $9.32 Million
Q1 2022 Apr 27, 2022	BUY	$87.26 - $101.75 $1 Million - $1.17 Million	11,463 Added 12.71%	101,637 $9.5 Million
Q4 2021 Jan 24, 2022	BUY	$92.72 - $100.95 $353,077 - $384,417	3,808 Added 4.41%	90,174 $8.71 Million
Q3 2021 Oct 21, 2021	BUY	$86.32 - $96.09 $567,899 - $632,176	6,579 Added 8.25%	86,366 $8.01 Million
Q2 2021 Jul 29, 2021	BUY	$85.53 - $94.49 $1.53 Million - $1.69 Million	17,933 Added 28.99%	79,787 $7.21 Million
Q1 2021 May 13, 2021	BUY	$71.74 - $86.71 $2.37 Million - $2.87 Million	33,072 Added 114.91%	61,854 $5.22 Million
Q4 2020 Jan 22, 2021	SELL	$58.32 - $72.85 $3.44 Million - $4.3 Million	-59,003 Reduced 67.21%	28,782 $2.09 Million
Q3 2020 Oct 14, 2020	BUY	$55.49 - $62.22 $4.07 Million - $4.56 Million	73,283 Added 505.33%	87,785 $5.16 Million
Q2 2020 Aug 06, 2020	BUY	$47.38 - $65.88 $112,053 - $155,806	2,365 Added 19.49%	14,502 $830,000
Q1 2020 Apr 30, 2020	SELL	$42.8 - $77.51 $335,552 - $607,678	-7,840 Reduced 39.25%	12,137 $620,000
Q4 2019 Feb 14, 2020	BUY	$66.8 - $76.51 $185,637 - $212,621	2,779 Added 16.16%	19,977 $1.52 Million
Q3 2019 Nov 08, 2019	BUY	$69.67 - $71.37 $79,632 - $81,575	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

796

Shares Held

54.8M

Call Options Held

87.9K

Put Options Held

43.3K

View Full List

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

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Avantax Advisory Services, Inc. Vanguard Financial ETF Transaction History