Avantax Advisory Services, Inc. Vanguard Mortg Backed Sec ETF Transaction History

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 50,940 shares of VMBS stock, worth $2.33 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

50,940

Previous 51,917 1.88%

Holding current value

$2.33 Million

Previous $2.35 Million 0.25%

% of portfolio

0.01%

Previous 0.02%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$44.68 - $46.49 $43,652 - $45,420	-977 Reduced 1.88%	50,940 $2.36 Million
Q4 2024 Feb 07, 2025	BUY	$45.17 - $47.23 $148,925 - $155,717	3,297 Added 6.78%	51,917 $2.35 Million
Q3 2024 Nov 13, 2024	SELL	$44.9 - $47.55 $58,504 - $61,957	-1,303 Reduced 2.61%	48,620 $2.3 Million
Q2 2024 Aug 09, 2024	BUY	$44.15 - $45.75 $42,737 - $44,286	968 Added 1.98%	49,923 $2.27 Million
Q1 2024 May 08, 2024	SELL	$44.98 - $46.29 $130,397 - $134,194	-2,899 Reduced 5.59%	48,955 $2.23 Million
Q4 2023 Feb 07, 2024	SELL	$42.3 - $46.59 $347,917 - $383,202	-8,225 Reduced 13.69%	51,854 $2.4 Million
Q3 2023 Nov 07, 2023	BUY	$43.61 - $46.21 $384,945 - $407,895	8,827 Added 17.22%	60,079 $2.63 Million
Q2 2023 Aug 11, 2023	SELL	$45.49 - $47.04 $37,893 - $39,184	-833 Reduced 1.6%	51,252 $2.36 Million
Q1 2023 Apr 28, 2023	BUY	$45.14 - $47.41 $188,640 - $198,126	4,179 Added 8.72%	52,085 $2.42 Million
Q4 2022 Feb 13, 2023	BUY	$43.58 - $46.9 $691,571 - $744,256	15,869 Added 49.53%	47,906 $2.18 Million
Q3 2022 Nov 01, 2022	SELL	$44.41 - $49.27 $578,617 - $641,938	-13,029 Reduced 28.91%	32,037 $1.45 Million
Q2 2022 Aug 02, 2022	BUY	$46.23 - $49.83 $380,565 - $410,200	8,232 Added 22.35%	45,066 $2.16 Million
Q1 2022 Apr 27, 2022	BUY	$49.53 - $52.66 $690,497 - $734,133	13,941 Added 60.9%	36,834 $1.84 Million
Q4 2021 Jan 24, 2022	BUY	$52.71 - $53.35 $19,713 - $19,952	374 Added 1.66%	22,893 $1.21 Million
Q3 2021 Oct 21, 2021	BUY	$53.19 - $53.64 $368,713 - $371,832	6,932 Added 44.47%	22,519 $1.2 Million
Q2 2021 Jul 29, 2021	BUY	$53.21 - $53.69 $141,006 - $142,278	2,650 Added 20.48%	15,587 $832,000
Q1 2021 May 13, 2021	BUY	$53.31 - $54.16 $214,359 - $217,777	4,021 Added 45.1%	12,937 $690,000
Q4 2020 Jan 22, 2021	SELL	$53.96 - $54.25 $403,512 - $405,681	-7,478 Reduced 45.61%	8,916 $485,000
Q3 2020 Oct 14, 2020	BUY	$54.16 - $54.5 $887,899 - $893,473	16,394 New	16,394 $893,000
Q1 2019 May 13, 2019	SELL	N/A	-5,246 Closed	0 $0
Q4 2018 Feb 13, 2019	BUY	N/A	5,246 New	5,246 $269,000

Others Institutions Holding VMBS

# of Institutions

683

Shares Held

371M

Call Options Held

100

Put Options Held

11.4K

View Full List

About VANGUARD MORTG-BACKED SEC ETF

Ticker VMBS
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Industry ETFs

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Avantax Advisory Services, Inc. Vanguard Mortg Backed Sec ETF Transaction History