Avantax Advisory Services, Inc. Vanguard Wellington Fd Transaction History

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Vanguard Wellington Fd stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 13,359 shares of VFMV stock, worth $1.69 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

13,359

Previous 13,510 1.12%

Holding current value

$1.69 Million

Previous $1.63 Million 3.99%

% of portfolio

0.01%

Previous 0.01%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$119.38 - $128.27 $18,026 - $19,368	-151 Reduced 1.12%	13,359 $1.69 Million
Q4 2024 Feb 07, 2025	BUY	$120.0 - $127.93 $138,960 - $148,142	1,158 Added 9.38%	13,510 $1.63 Million
Q3 2024 Nov 13, 2024	BUY	$113.29 - $121.87 $76,584 - $82,384	676 Added 5.79%	12,352 $1.5 Million
Q2 2024 Aug 09, 2024	BUY	$107.0 - $114.78 $45,582 - $48,896	426 Added 3.79%	11,676 $1.33 Million
Q1 2024 May 08, 2024	SELL	$103.53 - $111.89 $3.72 Million - $4.02 Million	-35,895 Reduced 76.14%	11,250 $1.26 Million
Q4 2023 Feb 07, 2024	BUY	$94.55 - $105.02 $68,643 - $76,244	726 Added 1.56%	47,145 $4.93 Million
Q3 2023 Nov 07, 2023	BUY	$96.17 - $101.92 $459,211 - $486,668	4,775 Added 11.47%	46,419 $4.46 Million
Q2 2023 Aug 11, 2023	BUY	$96.61 - $100.48 $188,389 - $195,936	1,950 Added 4.91%	41,644 $4.16 Million
Q1 2023 Apr 28, 2023	BUY	$94.88 - $101.05 $86,245 - $91,854	909 Added 2.34%	39,694 $3.91 Million
Q4 2022 Feb 13, 2023	BUY	$89.6 - $102.86 $17,024 - $19,543	190 Added 0.49%	38,785 $3.82 Million
Q3 2022 Nov 01, 2022	BUY	$89.16 - $103.52 $234,669 - $272,464	2,632 Added 7.32%	38,595 $3.44 Million
Q2 2022 Aug 02, 2022	BUY	$92.1 - $105.32 $173,332 - $198,212	1,882 Added 5.52%	35,963 $3.46 Million
Q1 2022 Apr 27, 2022	BUY	$97.11 - $106.16 $2.25 Million - $2.46 Million	23,127 Added 211.13%	34,081 $3.53 Million
Q4 2021 Jan 24, 2022	SELL	$97.39 - $106.84 $61,355 - $67,309	-630 Reduced 5.44%	10,954 $1.17 Million
Q3 2021 Oct 21, 2021	SELL	$97.63 - $103.58 $287,032 - $304,525	-2,940 Reduced 20.24%	11,584 $1.13 Million
Q2 2021 Jul 29, 2021	BUY	$94.34 - $98.49 $883,777 - $922,654	9,368 Added 181.69%	14,524 $1.43 Million
Q2 2020 Aug 06, 2020	BUY	$69.07 - $82.64 $74,388 - $89,003	1,077 Added 26.4%	5,156 $408,000
Q1 2020 Apr 30, 2020	BUY	$62.34 - $94.4 $254,284 - $385,057	4,079 New	4,079 $292,000

Others Institutions Holding VFMV

# of Institutions

Shares Held

1.19M

Call Options Held

Put Options Held

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About VANGUARD WELLINGTON FD

Ticker VFMV
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Avantax Advisory Services, Inc. Vanguard Wellington Fd Transaction History