Avantax Advisory Services, Inc. Vanguard Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Vanguard stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 51,930 shares of VGSH stock, worth $3.05 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

51,930

Previous 50,202 3.44%

Holding current value

$3.05 Million

Previous $2.95 Million 3.6%

% of portfolio

0.02%

Previous 0.02%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$58.32 - $58.95 $100,776 - $101,865	1,728 Added 3.44%	51,930 $3.05 Million
Q1 2025 May 06, 2025	BUY	$58.07 - $58.69 $484,071 - $489,239	8,336 Added 19.91%	50,202 $2.95 Million
Q4 2024 Feb 07, 2025	SELL	$58.02 - $58.88 $224,363 - $227,688	-3,867 Reduced 8.46%	41,866 $2.44 Million
Q3 2024 Nov 13, 2024	SELL	$57.74 - $59.13 $406,085 - $415,861	-7,033 Reduced 13.33%	45,733 $2.7 Million
Q2 2024 Aug 09, 2024	BUY	$57.55 - $58.0 $160,046 - $161,298	2,781 Added 5.56%	52,766 $3.06 Million
Q1 2024 May 08, 2024	SELL	$57.88 - $58.54 $423,797 - $428,629	-7,322 Reduced 12.78%	49,985 $2.9 Million
Q4 2023 Feb 07, 2024	BUY	$57.34 - $58.41 $630,740 - $642,510	11,000 Added 23.75%	57,307 $3.34 Million
Q3 2023 Nov 07, 2023	BUY	$57.47 - $57.91 $179,996 - $181,374	3,132 Added 7.25%	46,307 $2.67 Million
Q2 2023 Aug 11, 2023	SELL	$57.72 - $58.69 $323,001 - $328,429	-5,596 Reduced 11.47%	43,175 $2.49 Million
Q1 2023 Apr 28, 2023	BUY	$57.32 - $58.77 $763,960 - $783,286	13,328 Added 37.6%	48,771 $2.86 Million
Q4 2022 Feb 13, 2023	BUY	$57.38 - $58.13 $233,020 - $236,065	4,061 Added 12.94%	35,443 $2.05 Million
Q3 2022 Nov 01, 2022	BUY	$57.67 - $59.08 $313,494 - $321,158	5,436 Added 20.95%	31,382 $1.81 Million
Q2 2022 Aug 02, 2022	SELL	$58.29 - $59.37 $582,200 - $592,987	-9,988 Reduced 27.8%	25,946 $1.53 Million
Q1 2022 Apr 27, 2022	BUY	$59.19 - $60.79 $2.13 Million - $2.18 Million	35,934 New	35,934 $2.13 Million
Q4 2021 Jan 24, 2022	SELL	$60.79 - $61.43 $216,655 - $218,936	-3,564 Closed	0 $0
Q3 2021 Oct 21, 2021	BUY	$61.39 - $61.54 $429 - $430	7 Added 0.2%	3,564 $219,000
Q1 2021 May 13, 2021	BUY	$61.49 - $61.63 $218,719 - $219,217	3,557 New	3,557 $220,000
Q4 2020 Jan 22, 2021	SELL	$61.6 - $62.06 $1.26 Million - $1.27 Million	-20,389 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	$62.07 - $62.21 $1.27 Million - $1.27 Million	20,389 New	20,389 $1.26 Million

Others Institutions Holding VGSH

# of Institutions

1,059

Shares Held

285M

Call Options Held

Put Options Held

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Avantax Advisory Services, Inc. Vanguard Transaction History