Avantax Advisory Services, Inc. Vanguard Russell 1000 Growth E Transaction History

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Vanguard Russell 1000 Growth E stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 10,388,329 shares of VONG stock, worth $1.07 Billion. This represents 6.01% of its overall portfolio holdings.

Number of Shares

10,388,329

Previous 10,380,321 0.08%

Holding current value

$1.07 Billion

Previous $1.07 Billion 10.1%

% of portfolio

6.01%

Previous 6.89%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$92.71 - $107.38 $742,421 - $859,899	8,008 Added 0.08%	10,388,329 $964 Million
Q4 2024 Feb 07, 2025	SELL	$95.27 - $107.82 $3.8 Million - $4.3 Million	-39,866 Reduced 0.38%	10,380,321 $1.07 Billion
Q3 2024 Nov 13, 2024	SELL	$85.48 - $98.39 $19.3 Million - $22.2 Million	-226,061 Reduced 2.12%	10,420,187 $1.01 Billion
Q2 2024 Aug 09, 2024	SELL	$81.38 - $94.58 $9.7 Million - $11.3 Million	-119,219 Reduced 1.11%	10,646,248 $999 Million
Q1 2024 May 08, 2024	BUY	$75.82 - $87.22 $4.58 Million - $5.27 Million	60,374 Added 0.56%	10,765,467 $933 Million
Q4 2023 Feb 07, 2024	BUY	$66.09 - $78.32 $2.91 Million - $3.44 Million	43,960 Added 0.41%	10,705,093 $835 Million
Q3 2023 Nov 07, 2023	BUY	$67.86 - $73.4 $386 Million - $418 Million	5,689,290 Added 114.43%	10,661,133 $730 Million
Q2 2023 Aug 11, 2023	BUY	$61.54 - $70.76 $1.61 Million - $1.85 Million	26,193 Added 0.53%	4,971,843 $352 Million
Q1 2023 Apr 28, 2023	BUY	$54.03 - $62.89 $12.8 Million - $14.9 Million	237,419 Added 5.04%	4,945,650 $311 Million
Q4 2022 Feb 13, 2023	BUY	$53.17 - $59.88 $250 Million - $281 Million	4,697,923 Added 45575.5%	4,708,231 $260 Million
Q3 2022 Nov 01, 2022	BUY	$54.21 - $66.18 $558,796 - $682,183	10,308 New	10,308 $559,000
Q1 2022 Apr 27, 2022	SELL	$63.45 - $79.12 $190,476 - $237,518	-3,002 Closed	0 $0
Q4 2021 Jan 24, 2022	SELL	$69.67 - $79.55 $18,183 - $20,762	-261 Reduced 8.0%	3,002 $236,000
Q3 2021 Oct 21, 2021	SELL	$69.93 - $75.23 $122,587 - $131,878	-1,753 Reduced 34.95%	3,263 $230,000
Q2 2021 Jul 29, 2021	BUY	$62.94 - $69.93 $236,780 - $263,076	3,762 Added 300.0%	5,016 $351,000
Q1 2021 May 13, 2021	BUY	$59.12 - $65.5 $118 - $131	2 Added 0.16%	1,254 $314,000
Q4 2020 Jan 22, 2021	SELL	$54.06 - $62.05 $63,250 - $72,598	-1,170 Reduced 48.31%	1,252 $311,000
Q3 2020 Oct 14, 2020	BUY	$50.05 - $60.14 $50,100 - $60,200	1,001 Added 70.44%	2,422 $541,000
Q2 2020 Aug 06, 2020	SELL	$37.08 - $49.88 $11,828 - $15,911	-319 Reduced 18.33%	1,421 $282,000
Q1 2020 Apr 30, 2020	BUY	$33.74 - $49.41 $1,079 - $1,581	32 Added 1.87%	1,740 $270,000
Q4 2019 Feb 14, 2020	BUY	$39.94 - $45.46 $68,217 - $77,645	1,708 New	1,708 $308,000

Others Institutions Holding VONG

# of Institutions

773

Shares Held

161M

Call Options Held

22.2K

Put Options Held

6.1K

View Full List

About VANGUARD RUSSELL 1000 GROWTH E

Ticker VONG
Sector ETFs
Industry ETFs

More about VONG

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 Russell 1000 Growth E Transaction History