Avantax Advisory Services, Inc. Vanguard Russell 2000 Value Et Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 09, 2024	SELL	$128.57 - $139.92 $1,799 - $1,958	-14 Reduced 0.69%	2,012 $269,000
Q1 2024 May 08, 2024	SELL	$128.13 - $139.82 $21,141 - $23,070	-165 Reduced 7.53%	2,026 $283,000
Q4 2023 Feb 07, 2024	SELL	$110.31 - $139.18 $17,649 - $22,268	-160 Reduced 6.81%	2,191 $299,000
Q3 2023 Nov 07, 2023	SELL	$117.59 - $133.24 $4,938 - $5,596	-42 Reduced 1.76%	2,351 $280,000
Q2 2023 Aug 11, 2023	SELL	$113.2 - $125.57 $33,054 - $36,666	-292 Reduced 10.88%	2,393 $295,000
Q1 2023 Apr 28, 2023	SELL	$114.78 - $137.92 $573 - $689	-5 Reduced 0.19%	2,685 $323,000
Q4 2022 Feb 13, 2023	BUY	$115.32 - $131.57 $1,037 - $1,184	9 Added 0.34%	2,690 $327,000
Q3 2022 Nov 01, 2022	BUY	$113.26 - $139.82 $56,516 - $69,770	499 Added 22.87%	2,681 $304,000
Q1 2022 Apr 27, 2022	SELL	$132.26 - $148.34 $6,083 - $6,823	-46 Reduced 2.06%	2,182 $308,000
Q4 2021 Jan 24, 2022	SELL	$138.09 - $155.08 $27,341 - $30,705	-198 Reduced 8.16%	2,228 $324,000
Q3 2021 Oct 21, 2021	SELL	$133.97 - $146.64 $24,114 - $26,395	-180 Reduced 6.91%	2,426 $341,000
Q2 2021 Jul 29, 2021	SELL	$137.43 - $152.45 $290,664 - $322,431	-2,115 Reduced 44.8%	2,606 $381,000
Q1 2021 May 13, 2021	BUY	$113.79 - $148.5 $283,792 - $370,359	2,494 Added 111.99%	4,721 $659,000
Q4 2020 Jan 22, 2021	SELL	$88.38 - $116.12 $36,589 - $48,073	-414 Reduced 15.68%	2,227 $257,000
Q3 2020 Oct 14, 2020	BUY	$80.16 - $94.99 $11,142 - $13,203	139 Added 5.56%	2,641 $230,000
Q2 2020 Aug 06, 2020	BUY	$65.24 - $95.48 $163,230 - $238,890	2,502 New	2,502 $214,000
Q1 2020 Apr 30, 2020	SELL	$62.87 - $112.81 $251,291 - $450,901	-3,997 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$100.56 - $112.3 $401,938 - $448,863	3,997 New	3,997 $447,000

Others Institutions Holding VTWV

# of Institutions

156

Shares Held

2.38M

Call Options Held

1.3K

Put Options Held

500

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