Avantax Planning Partners, Inc. Vanguard Ftse Developed Market Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 55,198 shares of VEA stock, worth $2.63 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

55,198

Previous 57,980 4.8%

Holding current value

$2.63 Million

Previous $2.87 Million 1.75%

% of portfolio

0.11%

Previous 0.09%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$47.6 - $53.31 $132,423 - $148,308	-2,782 Reduced 4.8%	55,198 $2.92 Million
Q2 2024 Aug 09, 2024	SELL	$47.83 - $51.21 $87,911 - $94,123	-1,838 Reduced 3.07%	57,980 $2.87 Million
Q1 2024 May 02, 2024	BUY	$46.21 - $50.27 $1.28 Million - $1.39 Million	27,654 Added 85.98%	59,818 $3 Million
Q4 2023 Feb 09, 2024	BUY	$41.58 - $47.99 $69,729 - $80,479	1,677 Added 5.5%	32,164 $1.54 Million
Q3 2023 Nov 03, 2023	SELL	$43.5 - $47.63 $648,759 - $710,353	-14,914 Reduced 32.85%	30,487 $1.33 Million
Q2 2023 Jul 17, 2023	BUY	$44.63 - $47.33 $74,799 - $79,325	1,676 Added 3.83%	45,401 $2.1 Million
Q1 2023 Apr 20, 2023	BUY	$42.2 - $46.17 $2,954 - $3,231	70 Added 0.16%	43,725 $1.98 Million
Q4 2022 Feb 09, 2023	BUY	$36.19 - $43.78 $853,396 - $1.03 Million	23,581 Added 117.47%	43,655 $1.83 Million
Q3 2022 Oct 14, 2022	BUY	$36.19 - $43.74 $495,043 - $598,319	13,679 Added 213.9%	20,074 $730,000
Q2 2022 Jul 18, 2022	SELL	$40.38 - $48.66 $15,748 - $18,977	-390 Reduced 5.75%	6,395 $261,000
Q1 2022 May 09, 2022	BUY	$44.13 - $51.72 $124,402 - $145,798	2,819 Added 71.08%	6,785 $326,000
Q4 2021 Jan 28, 2022	BUY	$49.38 - $52.95 $195,841 - $209,999	3,966 New	3,966 $203,000
Q2 2021 Aug 10, 2021	SELL	$49.75 - $53.3 $216,263 - $231,695	-4,347 Closed	0 $0
Q1 2021 May 06, 2021	SELL	$46.87 - $50.05 $99,036 - $105,755	-2,113 Reduced 32.71%	4,347 $213,000
Q4 2020 Feb 04, 2021	BUY	$39.45 - $47.53 $254,847 - $307,043	6,460 New	6,460 $305,000
Q1 2020 Apr 27, 2020	SELL	$28.78 - $44.66 $160,045 - $248,354	-5,561 Closed	0 $0
Q4 2019 Jan 15, 2020	SELL	$39.9 - $44.4 $23,541 - $26,196	-590 Reduced 9.59%	5,561 $245,000
Q3 2019 Nov 08, 2019	BUY	$38.87 - $42.25 $22,389 - $24,336	576 Added 10.33%	6,151 $253,000
Q2 2019 Aug 07, 2019	SELL	$39.84 - $42.1 $39,680 - $41,931	-996 Reduced 15.16%	5,575 $233,000
Q1 2019 May 08, 2019	SELL	$36.75 - $41.54 $35,133 - $39,712	-956 Reduced 12.7%	6,571 $269,000
Q4 2018 Feb 14, 2019	SELL	$35.84 - $43.38 $78,382 - $94,872	-2,187 Reduced 22.51%	7,527 $279,000
Q3 2018 Nov 13, 2018	SELL	$41.81 - $43.94 $1,003 - $1,054	-24 Reduced 0.25%	9,714 $420,000
Q2 2018 Aug 13, 2018	SELL	$42.43 - $45.59 $881,355 - $946,995	-20,772 Reduced 68.08%	9,738 $418,000
Q4 2017 Feb 09, 2018	SELL	$43.36 - $44.94 $203,358 - $210,768	-4,690 Reduced 13.32%	30,510 $1.37 Million
Q3 2017 Oct 19, 2017	BUY	$42.16 - $43.57 $1.48 Million - $1.53 Million	35,200	35,200 $1.53 Million

Others Institutions Holding VEA

# of Institutions

2,384

Shares Held

2.11B

Call Options Held

217K

Put Options Held

607K

View Full List

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Avantax Planning Partners, Inc. Vanguard Ftse Developed Market Transaction History