Avantax Advisory Services, Inc. Vanguard Total World Stk Index Transaction History

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 83,692 shares of VT stock, worth $10.3 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

83,692

Previous 88,613 5.55%

Holding current value

$10.3 Million

Previous $10.4 Million 6.78%

% of portfolio

0.06%

Previous 0.07%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$115.08 - $123.97 $566,308 - $610,056	-4,921 Reduced 5.55%	83,692 $9.7 Million
Q4 2024 Feb 07, 2025	SELL	$117.09 - $123.07 $321,763 - $338,196	-2,748 Reduced 3.01%	88,613 $10.4 Million
Q3 2024 Nov 13, 2024	BUY	$107.72 - $119.96 $5.7 Million - $6.35 Million	52,937 Added 137.77%	91,361 $10.9 Million
Q2 2024 Aug 09, 2024	BUY	$104.94 - $113.51 $541,805 - $586,052	5,163 Added 15.52%	38,424 $4.33 Million
Q1 2024 May 08, 2024	BUY	$100.68 - $110.5 $424,064 - $465,426	4,212 Added 14.5%	33,261 $3.68 Million
Q4 2023 Feb 07, 2024	BUY	$88.97 - $103.1 $194,577 - $225,479	2,187 Added 8.14%	29,049 $2.99 Million
Q3 2023 Nov 07, 2023	BUY	$92.79 - $100.59 $1.58 Million - $1.71 Million	17,004 Added 172.49%	26,862 $2.5 Million
Q2 2023 Aug 11, 2023	BUY	$91.33 - $98.06 $399,020 - $428,424	4,369 Added 79.6%	9,858 $956,000
Q1 2023 Apr 28, 2023	BUY	$86.24 - $94.55 $219,653 - $240,818	2,547 Added 86.57%	5,489 $505,000
Q4 2022 Feb 13, 2023	BUY	$78.67 - $91.07 $3,461 - $4,007	44 Added 1.52%	2,942 $253,000
Q3 2022 Nov 01, 2022	BUY	$78.88 - $94.48 $15,618 - $18,707	198 Added 7.33%	2,898 $229,000
Q2 2022 Aug 02, 2022	BUY	$83.88 - $102.77 $9,310 - $11,407	111 Added 4.29%	2,700 $230,000
Q1 2022 Apr 27, 2022	BUY	$93.8 - $108.09 $66,504 - $76,635	709 Added 37.71%	2,589 $260,000
Q4 2021 Jan 24, 2022	BUY	$101.45 - $109.23 $190,726 - $205,352	1,880 New	1,880 $202,000
Q4 2020 Jan 22, 2021	SELL	$78.99 - $92.58 $699,061 - $819,333	-8,850 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	$75.3 - $85.07 $666,405 - $752,869	8,850 New	8,850 $715,000
Q1 2020 Apr 30, 2020	SELL	$54.48 - $83.17 $246,086 - $375,678	-4,517 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$72.8 - $81.27 $1,456 - $1,625	20 Added 0.44%	4,517 $366,000
Q3 2019 Nov 08, 2019	BUY	$74.55 - $76.17 $4,622 - $4,722	62 Added 1.4%	4,497 $337,000
Q2 2019 Aug 06, 2019	SELL	N/A	-205 Reduced 4.42%	4,435 $333,000
Q1 2019 May 13, 2019	BUY	N/A	1 Added 0.02%	4,640 $340,000
Q4 2018 Feb 13, 2019	BUY	N/A	4,639 New	4,639 $304,000

Others Institutions Holding VT

# of Institutions

1,107

Shares Held

110M

Call Options Held

337K

Put Options Held

118K

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About VANGUARD TOTAL WORLD STK INDEX

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Avantax Advisory Services, Inc. Vanguard Total World Stk Index Transaction History