Avantax Planning Partners, Inc. Vanguard Information Technolog Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Vanguard Information Technolog stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 3,355 shares of VGT stock, worth $2.06 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,355

Previous 5,932 43.44%

Holding current value

$2.06 Million

Previous $3.42 Million 42.49%

% of portfolio

0.07%

Previous 0.11%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$514.43 - $606.85 $1.33 Million - $1.56 Million	-2,577 Reduced 43.44%	3,355 $1.97 Million
Q2 2024 Aug 09, 2024	SELL	$479.9 - $588.82 $170,844 - $209,619	-356 Reduced 5.66%	5,932 $3.42 Million
Q1 2024 May 02, 2024	BUY	$462.18 - $530.16 $4,159 - $4,771	9 Added 0.14%	6,288 $3.3 Million
Q4 2023 Feb 09, 2024	SELL	$399.56 - $486.79 $91,499 - $111,474	-229 Reduced 3.52%	6,279 $3.04 Million
Q3 2023 Nov 03, 2023	SELL	$409.4 - $459.58 $402,030 - $451,307	-982 Reduced 13.11%	6,508 $2.7 Million
Q2 2023 Jul 17, 2023	SELL	$368.4 - $443.39 $127,097 - $152,969	-345 Reduced 4.4%	7,490 $3.31 Million
Q1 2023 Apr 20, 2023	SELL	$311.14 - $385.47 $197,573 - $244,773	-635 Reduced 7.5%	7,835 $3.02 Million
Q4 2022 Feb 09, 2023	SELL	$300.84 - $349.17 $39,710 - $46,090	-132 Reduced 1.53%	8,470 $2.71 Million
Q3 2022 Oct 14, 2022	SELL	$307.37 - $391.03 $438,924 - $558,390	-1,428 Reduced 14.24%	8,602 $2.64 Million
Q2 2022 Jul 18, 2022	SELL	$315.97 - $423.43 $118,804 - $159,209	-376 Reduced 3.61%	10,030 $3.28 Million
Q1 2022 May 09, 2022	SELL	$366.81 - $462.0 $34,846 - $43,890	-95 Reduced 0.9%	10,406 $4.33 Million
Q4 2021 Jan 28, 2022	SELL	$396.99 - $466.1 $116,715 - $137,033	-294 Reduced 2.72%	10,501 $4.81 Million
Q3 2021 Oct 27, 2021	SELL	$397.41 - $429.35 $206,653 - $223,262	-520 Reduced 4.6%	10,795 $4.33 Million
Q2 2021 Aug 10, 2021	SELL	$351.88 - $400.08 $552,803 - $628,525	-1,571 Reduced 12.19%	11,315 $4.51 Million
Q1 2021 May 06, 2021	SELL	$339.41 - $380.61 $827,481 - $927,927	-2,438 Reduced 15.91%	12,886 $4.62 Million
Q4 2020 Feb 04, 2021	SELL	$297.99 - $355.36 $2.32 Million - $2.77 Million	-7,801 Reduced 33.73%	15,324 $5.42 Million
Q3 2020 Oct 28, 2020	SELL	$279.37 - $338.36 $78,502 - $95,079	-281 Reduced 1.2%	23,125 $7.2 Million
Q2 2020 Jul 15, 2020	BUY	$201.88 - $278.76 $80,752 - $111,504	400 Added 1.74%	23,406 $6.52 Million
Q1 2020 Apr 27, 2020	SELL	$185.49 - $273.21 $97,938 - $144,254	-528 Reduced 2.24%	23,006 $4.88 Million
Q4 2019 Jan 15, 2020	SELL	$209.61 - $245.73 $198,081 - $232,214	-945 Reduced 3.86%	23,534 $5.76 Million
Q3 2019 Nov 08, 2019	BUY	$213.22 - $219.09 $534,542 - $549,258	2,507 Added 11.41%	24,479 $5.28 Million
Q2 2019 Aug 07, 2019	BUY	N/A	2,808 Added 14.65%	21,972 $4.71 Million
Q1 2019 May 08, 2019	BUY	N/A	518 Added 2.78%	19,164 $3.85 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-3,174 Reduced 14.55%	18,646 $3.11 Million
Q3 2018 Nov 13, 2018	BUY	N/A	991 Added 4.76%	21,820 $4.42 Million
Q2 2018 Aug 13, 2018	SELL	N/A	-1,680 Reduced 7.46%	20,829 $3.78 Million
Q1 2018 May 15, 2018	BUY	N/A	2,527 Added 12.65%	22,509 $3.85 Million
Q4 2017 Feb 09, 2018	BUY	N/A	51 Added 0.26%	19,982 $3.29 Million
Q3 2017 Oct 19, 2017	BUY	N/A	19,931	19,931 $3.03 Million

Others Institutions Holding VGT

# of Institutions

1,692

Shares Held

48.2M

Call Options Held

857K

Put Options Held

238K

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About VANGUARD INFORMATION TECHNOLOG

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Avantax Planning Partners, Inc. Vanguard Information Technolog Transaction History