Avantax Advisory Services, Inc. Vanguard Intermediate Term Tre Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 96,875 shares of VGIT stock, worth $5.81 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

96,875

Previous 105,452 8.13%

Holding current value

$5.81 Million

Previous $6.26 Million 7.49%

% of portfolio

0.03%

Previous 0.04%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$58.63 - $59.9 $502,869 - $513,762	-8,577 Reduced 8.13%	96,875 $5.79 Million
Q1 2025 May 06, 2025	BUY	$57.44 - $59.4 $2.67 Million - $2.76 Million	46,488 Added 78.84%	105,452 $6.26 Million
Q4 2024 Feb 07, 2025	BUY	$57.78 - $60.4 $307,505 - $321,448	5,322 Added 9.92%	58,964 $3.42 Million
Q3 2024 Nov 13, 2024	BUY	$57.8 - $60.8 $417,720 - $439,401	7,227 Added 15.57%	53,642 $3.24 Million
Q2 2024 Aug 09, 2024	BUY	$57.14 - $58.53 $8,285 - $8,486	145 Added 0.31%	46,415 $2.7 Million
Q1 2024 May 08, 2024	BUY	$58.07 - $59.52 $2.21 Million - $2.27 Million	38,102 Added 466.48%	46,270 $2.71 Million
Q4 2023 Feb 07, 2024	BUY	$56.15 - $59.51 $166,091 - $176,030	2,958 Added 56.78%	8,168 $484,000
Q3 2023 Nov 07, 2023	SELL	$56.93 - $59.05 $40,818 - $42,338	-717 Reduced 12.1%	5,210 $297,000
Q2 2023 Aug 11, 2023	BUY	$58.61 - $60.65 $41,613 - $43,061	710 Added 13.61%	5,927 $347,000
Q1 2023 Apr 28, 2023	BUY	$57.72 - $60.39 $46,637 - $48,795	808 Added 18.33%	5,217 $312,000
Q4 2022 Feb 13, 2023	SELL	$57.14 - $59.67 $46,226 - $48,273	-809 Reduced 15.5%	4,409 $257,000
Q3 2022 Nov 01, 2022	BUY	$57.73 - $62.32 $15,298 - $16,514	265 Added 5.35%	5,218 $304,000
Q2 2022 Aug 02, 2022	BUY	$59.34 - $62.5 $2,907 - $3,062	49 Added 1.0%	4,953 $303,000
Q1 2022 Apr 27, 2022	BUY	$62.43 - $66.15 $7,803 - $8,268	125 Added 2.62%	4,904 $312,000
Q4 2021 Jan 24, 2022	SELL	$66.4 - $67.68 $16,998 - $17,326	-256 Reduced 5.08%	4,779 $318,000
Q3 2021 Oct 21, 2021	BUY	$67.44 - $68.68 $94,955 - $96,701	1,408 Added 38.82%	5,035 $339,000
Q2 2021 Jul 29, 2021	SELL	$67.21 - $68.13 $45,770 - $46,396	-681 Reduced 15.81%	3,627 $245,000
Q1 2021 May 13, 2021	BUY	$67.23 - $69.45 $19,832 - $20,487	295 Added 7.35%	4,308 $291,000
Q4 2020 Jan 22, 2021	SELL	$69.32 - $70.41 $451,342 - $458,439	-6,511 Reduced 61.87%	4,013 $280,000
Q3 2020 Oct 14, 2020	BUY	$70.34 - $70.85 $740,258 - $745,625	10,524 New	10,524 $742,000

Others Institutions Holding VGIT

# of Institutions

894

Shares Held

420M

Call Options Held

10.7K

Put Options Held

9.4K

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About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
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Avantax Advisory Services, Inc. Vanguard Intermediate Term Tre Transaction History