Avantax Advisory Services, Inc. Vanguard Russell 3000 ETF Transaction History

Avantax Advisory Services, Inc.

$13.8 Billion
Q2 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Vanguard Russell 3000 ETF stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 5,315 shares of VTHR stock, worth $1.34 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,315

Previous 4,593 15.72%

Holding current value

$1.34 Million

Previous $1.07 Million 19.08%

% of portfolio

0.01%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$219.9 - $241.11 $158,767 - $174,081	722 Added 15.72%	5,315 $1.27 Million
Q1 2024 May 08, 2024	BUY	$208.47 - $232.96 $218,893 - $244,608	1,050 Added 29.64%	4,593 $1.07 Million
Q4 2023 Feb 07, 2024	BUY	$182.01 - $213.49 $299,224 - $350,977	1,644 Added 86.57%	3,543 $754,000
Q3 2023 Nov 07, 2023	BUY	$189.32 - $204.78 $38,431 - $41,570	203 Added 11.97%	1,899 $362,000
Q2 2023 Aug 11, 2023	SELL	$180.17 - $197.46 $20,719 - $22,707	-115 Reduced 6.35%	1,696 $334,000
Q1 2023 Apr 28, 2023	BUY	$170.44 - $188.45 $25,225 - $27,890	148 Added 8.9%	1,811 $331,000
Q4 2022 Feb 13, 2023	SELL	$160.9 - $183.26 $160 - $183	-1 Reduced 0.06%	1,663 $285,000
Q3 2022 Nov 01, 2022	BUY	$161.1 - $193.98 $9,827 - $11,832	61 Added 3.81%	1,664 $268,000
Q2 2022 Aug 02, 2022	BUY	$164.05 - $206.15 $16,897 - $21,233	103 Added 6.87%	1,603 $271,000
Q1 2022 Apr 27, 2022	BUY	$187.8 - $216.93 $1,126 - $1,301	6 Added 0.4%	1,500 $305,000
Q4 2021 Jan 24, 2022	SELL	$197.78 - $216.93 $791 - $867	-4 Reduced 0.27%	1,494 $322,000
Q2 2021 Jul 29, 2021	BUY	$186.79 - $199.48 $73,221 - $78,196	392 Added 35.44%	1,498 $299,000
Q1 2021 May 13, 2021	BUY	$171.52 - $186.26 $189,701 - $206,003	1,106 New	1,106 $204,000

Others Institutions Holding VTHR

# of Institutions

176

Shares Held

3.27M

Call Options Held

Put Options Held

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About VANGUARD RUSSELL 3000 ETF

Ticker VTHR
Sector ETFs
Industry ETFs

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Avantax Advisory Services, Inc. Vanguard Russell 3000 ETF Transaction History