Avantax Advisory Services, Inc. Vanguard Russell 1000 Growth E Transaction History

Avantax Advisory Services, Inc.

$11.1 Billion
Q1 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Vanguard Russell 1000 Growth E stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 10,765,467 shares of VONG stock, worth $1.01 Billion. This represents 8.4% of its overall portfolio holdings.

Number of Shares

10,765,467

Previous 10,705,093 0.56%

Holding current value

$1.01 Billion

Previous $835 Million 11.71%

% of portfolio

8.4%

Previous 8.38%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	BUY	$75.82 - $87.22 $4.58 Million - $5.27 Million	60,374 Added 0.56%	10,765,467 $933 Million
Q4 2023 Feb 07, 2024	BUY	$66.09 - $78.32 $2.91 Million - $3.44 Million	43,960 Added 0.41%	10,705,093 $835 Million
Q3 2023 Nov 07, 2023	BUY	$67.86 - $73.4 $386 Million - $418 Million	5,689,290 Added 114.43%	10,661,133 $730 Million
Q2 2023 Aug 11, 2023	BUY	$61.54 - $70.76 $1.61 Million - $1.85 Million	26,193 Added 0.53%	4,971,843 $352 Million
Q1 2023 Apr 28, 2023	BUY	$54.03 - $62.89 $12.8 Million - $14.9 Million	237,419 Added 5.04%	4,945,650 $311 Million

Q4 2022 Feb 13, 2023	BUY	$53.69 - $59.88 $252 Million - $281 Million	4,697,923 Added 45575.5%	4,708,231 $260 Million
Q3 2022 Nov 01, 2022	BUY	N/A	10,308 New	10,308 $559,000
Q1 2022 Apr 27, 2022	SELL	N/A	-3,002 Closed	0 $0
Q4 2021 Jan 24, 2022	SELL	N/A	-261 Reduced 8.0%	3,002 $236,000
Q3 2021 Oct 21, 2021	SELL	N/A	-1,753 Reduced 34.95%	3,263 $230,000
Q2 2021 Jul 29, 2021	BUY	N/A	3,762 Added 300.0%	5,016 $351,000
Q1 2021 May 13, 2021	BUY	N/A	2 Added 0.16%	1,254 $314,000
Q4 2020 Jan 22, 2021	SELL	N/A	-1,170 Reduced 48.31%	1,252 $311,000
Q3 2020 Oct 14, 2020	BUY	N/A	1,001 Added 70.44%	2,422 $541,000
Q2 2020 Aug 06, 2020	SELL	N/A	-319 Reduced 18.33%	1,421 $282,000
Q1 2020 Apr 30, 2020	BUY	N/A	32 Added 1.87%	1,740 $270,000
Q4 2019 Feb 14, 2020	BUY	N/A	1,708 New	1,708 $308,000

Others Institutions Holding VONG

# of Institutions

596

Shares Held

144M

Call Options Held

6.8K

Put Options Held

View Full List

About VANGUARD RUSSELL 1000 GROWTH E

Ticker VONG
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Avantax Advisory Services, Inc. Vanguard Russell 1000 Growth E Transaction History