Avantax Planning Partners, Inc. Vanguard Small Cap Growth ETF Transaction History

Avantax Planning Partners, Inc.

$3.11 Billion
Q2 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 55,539 shares of VBK stock, worth $17 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

55,539

Previous 37,187 49.35%

Holding current value

$17 Million

Previous $9.36 Million 64.28%

% of portfolio

0.49%

Previous 0.33%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$219.76 - $276.94 $4.03 Million - $5.08 Million	18,352 Added 49.35%	55,539 $15.4 Million
Q1 2025 Apr 28, 2025	BUY	$247.97 - $296.33 $1.81 Million - $2.16 Million	7,304 Added 24.44%	37,187 $9.36 Million
Q4 2024 Feb 07, 2025	SELL	$264.18 - $304.19 $179,114 - $206,240	-678 Reduced 2.22%	29,883 $8.37 Million
Q3 2024 Nov 13, 2024	SELL	$240.48 - $267.94 $952,060 - $1.06 Million	-3,959 Reduced 11.47%	30,561 $8.17 Million
Q2 2024 Aug 09, 2024	SELL	$237.63 - $258.31 $353,831 - $384,623	-1,489 Reduced 4.14%	34,520 $8.63 Million
Q1 2024 May 02, 2024	SELL	$231.0 - $260.72 $994,917 - $1.12 Million	-4,307 Reduced 10.68%	36,009 $9.39 Million
Q4 2023 Feb 09, 2024	BUY	$196.36 - $245.46 $1.05 Million - $1.31 Million	5,357 Added 15.32%	40,316 $9.75 Million
Q3 2023 Nov 03, 2023	BUY	$210.59 - $239.48 $240,704 - $273,725	1,143 Added 3.38%	34,959 $7.49 Million
Q2 2023 Jul 17, 2023	SELL	$209.12 - $229.74 $139,273 - $153,006	-666 Reduced 1.93%	33,816 $7.77 Million
Q1 2023 Apr 20, 2023	BUY	$198.77 - $233.54 $8,149 - $9,575	41 Added 0.12%	34,482 $7.46 Million
Q4 2022 Feb 09, 2023	BUY	$192.0 - $216.09 $1.32 Million - $1.49 Million	6,895 Added 25.03%	34,441 $6.91 Million
Q3 2022 Oct 14, 2022	SELL	$192.77 - $237.17 $848,188 - $1.04 Million	-4,400 Reduced 13.77%	27,546 $5.38 Million
Q2 2022 Jul 18, 2022	BUY	$188.16 - $253.27 $3.67 Million - $4.94 Million	19,513 Added 156.95%	31,946 $6.29 Million
Q1 2022 May 09, 2022	BUY	$224.28 - $282.83 $919,772 - $1.16 Million	4,101 Added 49.22%	12,433 $3.09 Million
Q4 2021 Jan 28, 2022	BUY	$269.22 - $305.79 $492,672 - $559,595	1,830 Added 28.15%	8,332 $2.35 Million
Q3 2021 Oct 27, 2021	BUY	$273.65 - $297.37 $1.78 Million - $1.93 Million	6,502 New	6,502 $1.82 Million
Q3 2020 Oct 28, 2020	SELL	$197.81 - $223.21 $201,964 - $227,897	-1,021 Closed	0 $0
Q2 2020 Jul 15, 2020	SELL	$139.78 - $205.13 $266,141 - $390,567	-1,904 Reduced 65.09%	1,021 $204,000
Q1 2020 Apr 27, 2020	SELL	$128.7 - $210.28 $14,414 - $23,551	-112 Reduced 3.69%	2,925 $440,000
Q4 2019 Jan 15, 2020	BUY	$177.24 - $199.81 $538,277 - $606,822	3,037 New	3,037 $603,000
Q4 2018 Feb 14, 2019	SELL	N/A	-540 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	N/A	540 New	540 $101,000
Q2 2018 Aug 13, 2018	SELL	N/A	-360 Closed	0 $0
Q1 2018 May 15, 2018	BUY	N/A	360 New	360 $59,000

Others Institutions Holding VBK

# of Institutions

1,248

Shares Held

44.6M

Call Options Held

63.2K

Put Options Held

44.5K

View Full List

About VANGUARD SMALL-CAP GROWTH ETF

Ticker VBK
Sector ETFs
Industry ETFs

More about VBK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.

Account

Avantax Planning Partners, Inc. Vanguard Small Cap Growth ETF Transaction History