Avantax Planning Partners, Inc. Vanguard Health Care ETF Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Vanguard Health Care ETF stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 2,135 shares of VHT stock, worth $547,798. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,135

Previous 6,858 68.87%

Holding current value

$547,798

Previous $1.82 Million 67.0%

% of portfolio

0.02%

Previous 0.06%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$261.88 - $288.1 $1.24 Million - $1.36 Million	-4,723 Reduced 68.87%	2,135 $602,000
Q2 2024 Aug 09, 2024	BUY	$252.83 - $269.37 $459,897 - $489,984	1,819 Added 36.1%	6,858 $1.82 Million
Q1 2024 May 02, 2024	BUY	$253.63 - $270.54 $45,399 - $48,426	179 Added 3.68%	5,039 $1.36 Million
Q4 2023 Feb 09, 2024	BUY	$223.1 - $251.09 $29,449 - $33,143	132 Added 2.79%	4,860 $1.22 Million
Q3 2023 Nov 03, 2023	SELL	$235.1 - $250.77 $484,541 - $516,836	-2,061 Reduced 30.36%	4,728 $1.11 Million
Q2 2023 Jul 17, 2023	SELL	$234.11 - $249.3 $174,177 - $185,479	-744 Reduced 9.88%	6,789 $1.66 Million
Q1 2023 Apr 20, 2023	SELL	$228.23 - $249.0 $85,814 - $93,624	-376 Reduced 4.75%	7,533 $1.8 Million
Q4 2022 Feb 09, 2023	BUY	$224.15 - $255.96 $86,073 - $98,288	384 Added 5.1%	7,909 $1.96 Million
Q3 2022 Oct 14, 2022	SELL	$223.7 - $250.44 $454,334 - $508,643	-2,031 Reduced 21.25%	7,525 $1.68 Million
Q2 2022 Jul 18, 2022	SELL	$219.51 - $264.47 $41,048 - $49,455	-187 Reduced 1.92%	9,556 $2.25 Million
Q1 2022 May 09, 2022	SELL	$235.27 - $264.71 $376,432 - $423,535	-1,600 Reduced 14.11%	9,743 $2.48 Million
Q4 2021 Jan 28, 2022	BUY	$243.71 - $267.51 $207,884 - $228,186	853 Added 8.13%	11,343 $3.02 Million
Q3 2021 Oct 27, 2021	SELL	$247.16 - $265.84 $45,971 - $49,446	-186 Reduced 1.74%	10,490 $2.59 Million
Q2 2021 Aug 10, 2021	SELL	$227.95 - $247.57 $5,014 - $5,446	-22 Reduced 0.21%	10,676 $2.64 Million
Q1 2021 May 06, 2021	SELL	$218.21 - $236.79 $223,447 - $242,472	-1,024 Reduced 8.74%	10,698 $2.45 Million
Q4 2020 Feb 04, 2021	SELL	$198.15 - $223.73 $480,711 - $542,768	-2,426 Reduced 17.15%	11,722 $2.62 Million
Q3 2020 Oct 28, 2020	SELL	$194.1 - $209.76 $306,095 - $330,791	-1,577 Reduced 10.03%	14,148 $2.89 Million
Q2 2020 Jul 15, 2020	BUY	$159.59 - $198.15 $428,499 - $532,032	2,685 Added 20.59%	15,725 $3.03 Million
Q1 2020 Apr 27, 2020	BUY	$139.96 - $197.23 $86,215 - $121,493	616 Added 4.96%	13,040 $2.17 Million
Q4 2019 Jan 15, 2020	BUY	$163.53 - $193.07 $51,511 - $60,817	315 Added 2.6%	12,424 $2.38 Million
Q3 2019 Nov 08, 2019	SELL	$166.25 - $172.8 $8,645 - $8,985	-52 Reduced 0.43%	12,109 $2.03 Million
Q2 2019 Aug 07, 2019	SELL	N/A	-200 Reduced 1.62%	12,161 $2.12 Million
Q1 2019 May 08, 2019	BUY	N/A	3,728 Added 43.18%	12,361 $2.13 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-3,348 Reduced 27.94%	8,633 $1.39 Million
Q3 2018 Nov 13, 2018	BUY	N/A	933 Added 8.44%	11,981 $2.16 Million
Q2 2018 Aug 13, 2018	SELL	N/A	-1,095 Reduced 9.02%	11,048 $1.76 Million
Q1 2018 May 15, 2018	BUY	N/A	881 Added 7.82%	12,143 $1.86 Million
Q4 2017 Feb 09, 2018	SELL	N/A	-2,938 Reduced 20.69%	11,262 $1.74 Million
Q3 2017 Oct 19, 2017	BUY	N/A	14,200	14,200 $2.16 Million

Others Institutions Holding VHT

# of Institutions

1,111

Shares Held

24.1M

Call Options Held

32.3K

Put Options Held

7.46K

View Full List

About VANGUARD HEALTH CARE ETF

Ticker VHT
Sector ETFs
Industry ETFs

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Avantax Planning Partners, Inc. Vanguard Health Care ETF Transaction History