Avantax Planning Partners, Inc. Vanguard Dividend Appreciation Transaction History

Avantax Planning Partners, Inc.

  • $3.45 Billion
  • Q3 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 234,504 shares of VIG stock, worth $42.7 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares
234,504
Previous 237,140 1.11%
Holding current value
$42.7 Million
Previous $43.2 Million 1.11%
% of portfolio
1.24%
Previous 1.39%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
SELL
N/A
-2,636 Reduced 1.11%
234,504 $42.7 Million
Q2 2025

Aug 11, 2025
BUY
N/A
66,504 Added 38.97%
237,140 $43.2 Million
Q1 2025

Apr 28, 2025
BUY
N/A
3,714 Added 2.22%
170,636 $31.1 Million
Q4 2024

Feb 07, 2025
SELL
N/A
-3,894 Reduced 2.28%
166,922 $30.4 Million
Q3 2024

Nov 13, 2024
SELL
$182.15 - $182.15 $8.53 Million - $8.53 Million
-46,852 Reduced 21.52%
170,816 $31.1 Million
Q2 2024

Aug 09, 2024
SELL
$173.33 - $185.29 $1.14 Million - $1.22 Million
-6,565 Reduced 2.93%
217,668 $39.7 Million
Q1 2024

May 02, 2024
SELL
$168.47 - $182.98 $4.44 Million - $4.82 Million
-26,348 Reduced 10.51%
224,233 $40.9 Million
Q4 2023

Feb 09, 2024
BUY
$150.16 - $171.16 $4.06 Million - $4.63 Million
27,051 Added 12.1%
250,581 $42.7 Million
Q3 2023

Nov 03, 2023
SELL
$155.38 - $166.95 $1.27 Million - $1.36 Million
-8,169 Reduced 3.53%
223,530 $34.7 Million
Q2 2023

Jul 17, 2023
BUY
$152.74 - $162.43 $4.92 Million - $5.23 Million
32,181 Added 16.13%
231,699 $37.6 Million
Q1 2023

Apr 20, 2023
BUY
$147.24 - $158.33 $6.5 Million - $6.99 Million
44,139 Added 28.41%
199,518 $30.7 Million
Q4 2022

Feb 09, 2023
SELL
$144.84 - $158.71 $5.71 Million - $6.26 Million
-39,414 Reduced 20.23%
155,379 $23.6 Million
Q3 2022

Oct 14, 2022
BUY
N/A
71,350 Added 57.8%
194,793 $26.3 Million
Q2 2022

Jul 18, 2022
BUY
N/A
79,986 Added 184.06%
123,443 $17.7 Million
Q1 2022

May 09, 2022
SELL
N/A
-35,899 Reduced 45.24%
43,457 $7.05 Million
Q4 2021

Jan 28, 2022
SELL
N/A
-5,981 Reduced 7.01%
79,356 $13.6 Million
Q3 2021

Oct 27, 2021
BUY
N/A
41,466 Added 94.52%
85,337 $13.1 Million
Q2 2021

Aug 10, 2021
BUY
N/A
1,511 Added 3.57%
43,871 $6.79 Million
Q1 2021

May 06, 2021
SELL
N/A
-18,779 Reduced 30.72%
42,360 $6.23 Million
Q4 2020

Feb 04, 2021
BUY
N/A
3,765 Added 6.56%
61,139 $8.63 Million
Q3 2020

Oct 28, 2020
SELL
N/A
-566 Reduced 0.98%
57,374 $7.38 Million
Q2 2020

Jul 15, 2020
BUY
N/A
23,394 Added 67.72%
57,940 $6.79 Million
Q1 2020

Apr 27, 2020
BUY
N/A
20,162 Added 140.17%
34,546 $3.57 Million
Q4 2019

Jan 15, 2020
SELL
N/A
-9 Reduced 0.06%
14,384 $1.79 Million
Q3 2019

Nov 08, 2019
BUY
N/A
1,061 Added 7.96%
14,393 $1.72 Million
Q2 2019

Aug 07, 2019
SELL
N/A
-1,669 Reduced 11.13%
13,332 $1.56 Million
Q1 2019

May 08, 2019
SELL
N/A
-32,304 Reduced 68.29%
15,001 $1.65 Million
Q4 2018

Feb 14, 2019
BUY
N/A
46,324 Added 4722.12%
47,305 $4.63 Million
Q3 2018

Nov 13, 2018
BUY
N/A
981 New
981 $109,000
Q2 2018

Aug 13, 2018
SELL
N/A
-306 Closed
0 $0
Q1 2018

May 15, 2018
BUY
N/A
306 New
306 $31,000
Q4 2017

Feb 09, 2018
SELL
N/A
-3,000 Closed
0 $0
Q3 2017

Oct 19, 2017
BUY
N/A
3,000
3,000 $284,000

Others Institutions Holding VIG

# of Institutions
2,616
Shares Held
259M
Call Options Held
478K
Put Options Held
113K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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