Avantax Advisory Services, Inc. Vanguard Whitehall Fds (Vangua Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 273,235 shares of VYM stock, worth $34.8 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

273,235

Previous 273,163 0.03%

Holding current value

$34.8 Million

Previous $32.4 Million 8.12%

% of portfolio

0.23%

Previous 0.23%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$117.9 - $128.2 $8,488 - $9,230	72 Added 0.03%	273,235 $35 Million
Q2 2024 Aug 09, 2024	BUY	$114.71 - $121.51 $1.12 Million - $1.18 Million	9,747 Added 3.7%	273,163 $32.4 Million
Q1 2024 May 08, 2024	SELL	$109.98 - $120.99 $487,541 - $536,348	-4,433 Reduced 1.66%	263,416 $31.9 Million
Q4 2023 Feb 07, 2024	BUY	$98.71 - $111.84 $2.49 Million - $2.82 Million	25,251 Added 10.41%	267,849 $29.9 Million
Q3 2023 Nov 07, 2023	SELL	$103.32 - $110.34 $411,006 - $438,932	-3,978 Reduced 1.61%	242,598 $25.1 Million
Q2 2023 Aug 11, 2023	SELL	$101.36 - $107.68 $1.91 Million - $2.03 Million	-18,861 Reduced 7.11%	246,576 $26.2 Million
Q1 2023 Apr 28, 2023	BUY	$100.82 - $111.44 $603,609 - $667,191	5,987 Added 2.31%	265,437 $28 Million
Q4 2022 Feb 13, 2023	BUY	$96.14 - $113.15 $1.34 Million - $1.58 Million	13,980 Added 5.7%	259,450 $28.1 Million
Q3 2022 Nov 01, 2022	BUY	$94.88 - $110.28 $424,113 - $492,951	4,470 Added 1.85%	245,470 $23.3 Million
Q2 2022 Aug 02, 2022	BUY	$99.2 - $114.57 $667,814 - $771,285	6,732 Added 2.87%	241,000 $24.5 Million
Q1 2022 Apr 27, 2022	BUY	$107.24 - $115.01 $1.62 Million - $1.74 Million	15,128 Added 6.9%	234,268 $26.3 Million
Q4 2021 Jan 24, 2022	SELL	$104.33 - $112.16 $219,927 - $236,433	-2,108 Reduced 0.95%	219,140 $24.6 Million
Q3 2021 Oct 21, 2021	BUY	$102.3 - $108.36 $794,052 - $841,090	7,762 Added 3.64%	221,248 $22.9 Million
Q2 2021 Jul 29, 2021	BUY	$101.6 - $107.95 $723,696 - $768,927	7,123 Added 3.45%	213,486 $22.4 Million
Q1 2021 May 13, 2021	BUY	$90.4 - $101.83 $90,309 - $101,728	999 Added 0.49%	206,363 $20.9 Million
Q4 2020 Jan 22, 2021	SELL	$78.88 - $92.1 $9.33 Million - $10.9 Million	-118,323 Reduced 36.55%	205,364 $18.8 Million
Q3 2020 Oct 14, 2020	BUY	$77.57 - $85.18 $6.99 Million - $7.67 Million	90,092 Added 38.57%	323,687 $26.2 Million
Q2 2020 Aug 06, 2020	BUY	$67.79 - $86.78 $635,056 - $812,955	9,368 Added 4.18%	233,595 $18.4 Million
Q1 2020 Apr 30, 2020	SELL	$60.97 - $94.78 $1.08 Million - $1.68 Million	-17,708 Reduced 7.32%	224,227 $15.9 Million
Q4 2019 Feb 14, 2020	BUY	$85.84 - $94.47 $9.9 Million - $10.9 Million	115,367 Added 91.15%	241,935 $22.7 Million
Q3 2019 Nov 08, 2019	BUY	$88.2 - $89.75 $527,877 - $537,153	5,985 Added 4.96%	126,568 $11.2 Million
Q2 2019 Aug 06, 2019	BUY	N/A	16,453 Added 15.8%	120,583 $10.5 Million
Q1 2019 May 13, 2019	BUY	N/A	3,102 Added 3.07%	104,130 $8.92 Million
Q4 2018 Feb 13, 2019	BUY	N/A	101,028 New	101,028 $7.88 Million

Others Institutions Holding VYM

# of Institutions

1,799

Shares Held

179M

Call Options Held

1.89M

Put Options Held

525K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
Sector ETFs
Industry ETFs

More about VYM

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 Whitehall Fds (Vangua Transaction History