Avantax Planning Partners, Inc. Vanguard Financial ETF Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Vanguard Financial ETF stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 3,937 shares of VFH stock, worth $480,747. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,937

Previous 4,149 5.11%

Holding current value

$480,747

Previous $414,000 4.35%

% of portfolio

0.02%

Previous 0.01%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$99.27 - $111.21 $21,045 - $23,576	-212 Reduced 5.11%	3,937 $432,000
Q2 2024 Aug 09, 2024	SELL	$95.9 - $103.0 $53,224 - $57,165	-555 Reduced 11.8%	4,149 $414,000
Q1 2024 May 02, 2024	BUY	$90.62 - $102.39 $20,298 - $22,935	224 Added 5.0%	4,704 $481,000
Q4 2023 Feb 09, 2024	SELL	$75.97 - $92.67 $60,092 - $73,301	-791 Reduced 15.01%	4,480 $413,000
Q3 2023 Nov 03, 2023	SELL	$80.32 - $86.71 $25,622 - $27,660	-319 Reduced 5.71%	5,271 $423,000
Q2 2023 Jul 17, 2023	SELL	$74.65 - $81.49 $47,552 - $51,909	-637 Reduced 10.23%	5,590 $454,000
Q1 2023 Apr 20, 2023	BUY	$74.95 - $90.64 $24,058 - $29,095	321 Added 5.44%	6,227 $485,000
Q4 2022 Feb 09, 2023	SELL	$74.7 - $88.6 $54,680 - $64,855	-732 Reduced 11.03%	5,906 $488,000
Q3 2022 Oct 14, 2022	BUY	$74.44 - $88.21 $54,192 - $64,216	728 Added 12.32%	6,638 $494,000
Q2 2022 Jul 18, 2022	SELL	$75.42 - $93.29 $143,675 - $177,717	-1,905 Reduced 24.38%	5,910 $456,000
Q1 2022 May 09, 2022	SELL	$87.26 - $101.75 $642,408 - $749,083	-7,362 Reduced 48.51%	7,815 $730,000
Q4 2021 Jan 28, 2022	BUY	$92.72 - $100.95 $822,519 - $895,527	8,871 Added 140.68%	15,177 $1.47 Million
Q3 2021 Oct 27, 2021	SELL	$86.32 - $96.09 $288,395 - $321,036	-3,341 Reduced 34.63%	6,306 $584,000
Q2 2021 Aug 10, 2021	SELL	$85.53 - $94.49 $779,862 - $861,559	-9,118 Reduced 48.59%	9,647 $873,000
Q1 2021 May 06, 2021	SELL	$71.74 - $86.71 $75,470 - $91,218	-1,052 Reduced 5.31%	18,765 $1.59 Million
Q4 2020 Feb 04, 2021	SELL	$58.32 - $72.85 $67,884 - $84,797	-1,164 Reduced 5.55%	19,817 $1.44 Million
Q3 2020 Oct 28, 2020	SELL	$55.49 - $62.22 $531,427 - $595,880	-9,577 Reduced 31.34%	20,981 $1.23 Million
Q2 2020 Jul 15, 2020	SELL	$47.38 - $65.88 $581,826 - $809,006	-12,280 Reduced 28.67%	30,558 $1.75 Million
Q1 2020 Apr 27, 2020	SELL	$42.8 - $77.51 $285,861 - $517,689	-6,679 Reduced 13.49%	42,838 $2.17 Million
Q4 2019 Jan 15, 2020	SELL	$66.8 - $76.51 $698,060 - $799,529	-10,450 Reduced 17.43%	49,517 $3.78 Million
Q3 2019 Nov 08, 2019	SELL	$69.67 - $71.37 $2.11 Million - $2.16 Million	-30,329 Reduced 33.59%	59,967 $4.2 Million
Q2 2019 Aug 07, 2019	SELL	N/A	-746,052 Reduced 89.2%	90,296 $6.32 Million
Q1 2019 May 08, 2019	BUY	N/A	86,015 Added 11.46%	836,348 $54 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-36,049 Reduced 4.58%	750,333 $44.5 Million
Q3 2018 Nov 13, 2018	BUY	N/A	31,864 Added 4.22%	786,382 $54.6 Million
Q2 2018 Aug 13, 2018	BUY	N/A	33,233 Added 4.61%	754,518 $50.9 Million
Q1 2018 May 15, 2018	BUY	N/A	29,046 Added 4.2%	721,285 $50.1 Million
Q4 2017 Feb 09, 2018	SELL	N/A	-115,922 Reduced 14.34%	692,239 $48.5 Million
Q3 2017 Oct 19, 2017	BUY	N/A	808,161	808,161 $52.8 Million

Others Institutions Holding VFH

# of Institutions

685

Shares Held

52.2M

Call Options Held

45K

Put Options Held

10.5K

View Full List

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

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Avantax Planning Partners, Inc. Vanguard Financial ETF Transaction History