Avantax Advisory Services, Inc. Vanguard Mid Cap Value Index F Transaction History

Avantax Advisory Services, Inc.

$11.1 Billion
Q1 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 16,833 shares of VOE stock, worth $2.52 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

16,833

Previous 18,291 7.97%

Holding current value

$2.52 Million

Previous $2.65 Million 1.06%

% of portfolio

0.02%

Previous 0.03%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	SELL	$141.07 - $155.91 $205,680 - $227,316	-1,458 Reduced 7.97%	16,833 $2.62 Million
Q4 2023 Feb 07, 2024	SELL	$124.27 - $145.8 $32,683 - $38,345	-263 Reduced 1.42%	18,291 $2.65 Million
Q3 2023 Nov 07, 2023	BUY	$130.77 - $144.24 $328,755 - $362,619	2,514 Added 15.67%	18,554 $2.43 Million
Q2 2023 Aug 11, 2023	SELL	$127.92 - $138.38 $2.02 Million - $2.19 Million	-15,823 Reduced 49.66%	16,040 $2.22 Million
Q1 2023 Apr 28, 2023	BUY	$126.74 - $147.12 $3 Million - $3.48 Million	23,675 Added 289.14%	31,863 $4.27 Million

Q4 2022 Feb 13, 2023	BUY	$132.21 - $142.75 $42,571 - $45,965	322 Added 4.09%	8,188 $1.11 Million
Q3 2022 Nov 01, 2022	SELL	N/A	-498 Reduced 5.95%	7,866 $958,000
Q2 2022 Aug 02, 2022	BUY	N/A	336 Added 4.19%	8,364 $1.08 Million
Q1 2022 Apr 27, 2022	BUY	N/A	2,047 Added 34.23%	8,028 $1.2 Million
Q4 2021 Jan 24, 2022	BUY	N/A	2,036 Added 51.61%	5,981 $899,000
Q3 2021 Oct 21, 2021	BUY	N/A	333 Added 9.22%	3,945 $548,000
Q2 2021 Jul 29, 2021	BUY	N/A	920 Added 34.18%	3,612 $506,000
Q1 2021 May 13, 2021	BUY	N/A	19 Added 0.71%	2,692 $362,000
Q4 2020 Jan 22, 2021	SELL	N/A	-4,597 Reduced 63.23%	2,673 $318,000
Q3 2020 Oct 14, 2020	BUY	N/A	2,395 Added 49.13%	7,270 $738,000
Q2 2020 Aug 06, 2020	BUY	N/A	118 Added 2.48%	4,875 $467,000
Q1 2020 Apr 30, 2020	BUY	N/A	551 Added 13.1%	4,757 $386,000
Q4 2019 Feb 14, 2020	BUY	N/A	4,206 New	4,206 $500,000

Others Institutions Holding VOE

# of Institutions

1,027

Shares Held

65.7M

Call Options Held

40.7K

Put Options Held

1.3K

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About VANGUARD MID-CAP VALUE INDEX F

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Avantax Advisory Services, Inc. Vanguard Mid Cap Value Index F Transaction History