Avantax Advisory Services, Inc. Vanguard Industrial ETF Transaction History

Avantax Advisory Services, Inc.

$13.8 Billion
Q2 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Vanguard Industrial ETF stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 13,778 shares of VIS stock, worth $3.56 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

13,778

Previous 14,097 2.26%

Holding current value

$3.56 Million

Previous $3.44 Million 5.84%

% of portfolio

0.02%

Previous 0.03%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$232.2 - $244.04 $74,071 - $77,848	-319 Reduced 2.26%	13,778 $3.24 Million
Q1 2024 May 08, 2024	BUY	$212.18 - $244.15 $1.04 Million - $1.2 Million	4,918 Added 53.58%	14,097 $3.44 Million
Q4 2023 Feb 07, 2024	SELL	$183.76 - $221.15 $1.26 Million - $1.51 Million	-6,844 Reduced 42.71%	9,179 $2.02 Million
Q3 2023 Nov 07, 2023	BUY	$193.82 - $212.6 $1.49 Million - $1.63 Million	7,688 Added 92.24%	16,023 $3.12 Million
Q2 2023 Aug 11, 2023	SELL	$182.94 - $205.53 $105,373 - $118,385	-576 Reduced 6.46%	8,335 $1.71 Million
Q1 2023 Apr 28, 2023	SELL	$181.58 - $196.87 $20,700 - $22,443	-114 Reduced 1.26%	8,911 $1.7 Million
Q4 2022 Feb 13, 2023	BUY	$160.22 - $191.74 $709,934 - $849,599	4,431 Added 96.45%	9,025 $1.65 Million
Q3 2022 Nov 01, 2022	SELL	$157.54 - $190.84 $17,171 - $20,801	-109 Reduced 2.32%	4,594 $724,000
Q2 2022 Aug 02, 2022	BUY	$159.78 - $193.45 $33,074 - $40,044	207 Added 4.6%	4,703 $768,000
Q1 2022 Apr 27, 2022	BUY	$180.53 - $205.34 $31,231 - $35,523	173 Added 4.0%	4,496 $874,000
Q4 2021 Jan 24, 2022	SELL	$189.71 - $207.5 $189,330 - $207,085	-998 Reduced 18.76%	4,323 $877,000
Q3 2021 Oct 21, 2021	SELL	$187.89 - $201.13 $81,732 - $87,491	-435 Reduced 7.56%	5,321 $998,000
Q2 2021 Jul 29, 2021	BUY	$190.53 - $201.98 $204,819 - $217,128	1,075 Added 22.97%	5,756 $1.14 Million
Q1 2021 May 13, 2021	BUY	$164.98 - $189.86 $354,542 - $408,009	2,149 Added 84.87%	4,681 $886,000
Q4 2020 Jan 22, 2021	SELL	$141.72 - $170.63 $135,484 - $163,122	-956 Reduced 27.41%	2,532 $430,000
Q3 2020 Oct 14, 2020	BUY	$126.86 - $150.7 $442,487 - $525,641	3,488 New	3,488 $504,000

Others Institutions Holding VIS

# of Institutions

490

Shares Held

12.9M

Call Options Held

5.2K

Put Options Held

View Full List

About VANGUARD INDUSTRIAL ETF

Ticker VIS
Sector ETFs
Industry ETFs

More about VIS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Account

Avantax Advisory Services, Inc. Vanguard Industrial ETF Transaction History