Avantax Advisory Services, Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 179,025 shares of VOO stock, worth $98.9 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

179,025

Previous 173,053 3.45%

Holding current value

$98.9 Million

Previous $86.5 Million 9.15%

% of portfolio

0.63%

Previous 0.63%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$475.2 - $527.7 $2.84 Million - $3.15 Million	5,972 Added 3.45%	179,025 $94.5 Million
Q2 2024 Aug 09, 2024	BUY	$455.1 - $504.28 $23.9 Million - $26.5 Million	52,546 Added 43.6%	173,053 $86.5 Million
Q1 2024 May 08, 2024	SELL	$429.43 - $481.35 $1.61 Million - $1.8 Million	-3,739 Reduced 3.01%	120,507 $57.9 Million
Q4 2023 Feb 07, 2024	BUY	$377.32 - $438.19 $1.58 Million - $1.83 Million	4,185 Added 3.49%	124,246 $54.3 Million
Q3 2023 Nov 07, 2023	BUY	$392.7 - $420.68 $1.42 Million - $1.52 Million	3,622 Added 3.11%	120,061 $47.1 Million
Q2 2023 Aug 11, 2023	BUY	$371.44 - $407.28 $1.37 Million - $1.5 Million	3,683 Added 3.27%	116,439 $47.4 Million
Q1 2023 Apr 28, 2023	BUY	$348.66 - $382.94 $3.19 Million - $3.5 Million	9,152 Added 8.83%	112,756 $42.4 Million
Q4 2022 Feb 13, 2023	BUY	$327.64 - $374.54 $3.05 Million - $3.49 Million	9,315 Added 9.88%	103,604 $36.4 Million
Q3 2022 Nov 01, 2022	SELL	$328.3 - $395.04 $813,527 - $978,909	-2,478 Reduced 2.56%	94,289 $31 Million
Q2 2022 Aug 02, 2022	SELL	$337.07 - $419.85 $978,514 - $1.22 Million	-2,903 Reduced 2.91%	96,767 $33.6 Million
Q1 2022 Apr 27, 2022	BUY	$382.7 - $439.25 $2.88 Million - $3.31 Million	7,538 Added 8.18%	99,670 $41.4 Million
Q4 2021 Jan 24, 2022	BUY	$394.21 - $439.01 $3.02 Million - $3.36 Million	7,659 Added 9.07%	92,132 $40.3 Million
Q3 2021 Oct 21, 2021	BUY	$390.68 - $416.73 $3.03 Million - $3.23 Million	7,747 Added 10.1%	84,473 $33.4 Million
Q2 2021 Jul 29, 2021	BUY	$368.16 - $394.32 $4.03 Million - $4.32 Million	10,947 Added 16.64%	76,726 $30.2 Million
Q1 2021 May 13, 2021	SELL	$339.03 - $365.24 $2.94 Million - $3.16 Million	-8,661 Reduced 11.63%	65,779 $24 Million
Q4 2020 Jan 22, 2021	SELL	$299.82 - $343.69 $18 Million - $20.7 Million	-60,138 Reduced 44.69%	74,440 $25.6 Million
Q3 2020 Oct 14, 2020	BUY	$285.37 - $328.74 $18.9 Million - $21.8 Million	66,247 Added 96.95%	134,578 $41.4 Million
Q2 2020 Aug 06, 2020	BUY	$226.15 - $297.17 $5.6 Million - $7.36 Million	24,754 Added 56.81%	68,331 $19.4 Million
Q1 2020 Apr 30, 2020	BUY	$204.27 - $310.92 $1.4 Million - $2.13 Million	6,845 Added 18.63%	43,577 $10.3 Million
Q4 2019 Feb 14, 2020	BUY	$264.57 - $296.67 $7.28 Million - $8.16 Million	27,509 Added 298.27%	36,732 $10.9 Million
Q3 2019 Nov 08, 2019	BUY	$260.57 - $277.38 $312,423 - $332,578	1,199 Added 14.94%	9,223 $2.52 Million
Q2 2019 Aug 06, 2019	BUY	$252.12 - $271.73 $186,820 - $201,351	741 Added 10.17%	8,024 $2.16 Million
Q1 2019 May 13, 2019	BUY	$224.5 - $261.43 $96,759 - $112,676	431 Added 6.29%	7,283 $1.89 Million
Q4 2018 Feb 13, 2019	BUY	$215.07 - $268.24 $1.47 Million - $1.84 Million	6,852 New	6,852 $1.58 Million

Others Institutions Holding VOO

# of Institutions

3,150

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Avantax Advisory Services, Inc. Vanguard Index Fds S&P 500 ETF Transaction History