Avantax Planning Partners, Inc. Vanguard Industrial ETF Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$232.2 - $244.04 $25,774 - $27,088	-111 Reduced 4.86%	2,172 $510,000
Q1 2024 May 02, 2024	BUY	$212.18 - $244.15 $16,337 - $18,799	77 Added 3.49%	2,283 $557,000
Q4 2023 Feb 09, 2024	SELL	$183.76 - $221.15 $7,534 - $9,067	-41 Reduced 1.82%	2,206 $486,000
Q3 2023 Nov 03, 2023	SELL	$193.82 - $212.6 $165,134 - $181,135	-852 Reduced 27.49%	2,247 $438,000
Q2 2023 Jul 17, 2023	SELL	$182.94 - $205.53 $253,737 - $285,070	-1,387 Reduced 30.92%	3,099 $636,000
Q1 2023 Apr 20, 2023	BUY	$181.58 - $196.87 $147,806 - $160,252	814 Added 22.17%	4,486 $854,000
Q4 2022 Feb 09, 2023	SELL	$160.22 - $191.74 $58,800 - $70,368	-367 Reduced 9.09%	3,672 $670,000
Q3 2022 Oct 14, 2022	BUY	$157.54 - $190.84 $109,490 - $132,633	695 Added 20.78%	4,039 $636,000
Q2 2022 Jul 18, 2022	SELL	$159.78 - $193.45 $140,286 - $169,849	-878 Reduced 20.8%	3,344 $546,000
Q1 2022 May 09, 2022	SELL	$180.53 - $205.34 $45,132 - $51,335	-250 Reduced 5.59%	4,222 $821,000
Q4 2021 Jan 28, 2022	BUY	$189.71 - $207.5 $214,562 - $234,682	1,131 Added 33.85%	4,472 $908,000
Q3 2021 Oct 27, 2021	BUY	$187.89 - $201.13 $37,578 - $40,226	200 Added 6.37%	3,341 $628,000
Q2 2021 Aug 10, 2021	SELL	$190.53 - $201.98 $8,383 - $8,887	-44 Reduced 1.38%	3,141 $617,000
Q1 2021 May 06, 2021	SELL	$164.98 - $189.86 $45,534 - $52,401	-276 Reduced 7.97%	3,185 $603,000
Q2 2020 Jul 15, 2020	SELL	$104.23 - $144.02 $2,293 - $3,168	-22 Reduced 0.63%	3,461 $450,000
Q1 2020 Apr 27, 2020	BUY	$91.89 - $160.43 $9,189 - $16,043	100 Added 2.96%	3,483 $384,000
Q4 2019 Jan 15, 2020	BUY	$139.34 - $155.5 $8,639 - $9,641	62 Added 1.87%	3,383 $521,000
Q3 2019 Nov 08, 2019	SELL	$145.65 - $149.32 $41,218 - $42,257	-283 Reduced 7.85%	3,321 $485,000
Q2 2019 Aug 07, 2019	SELL	N/A	-948 Reduced 20.83%	3,604 $522,000
Q1 2019 May 08, 2019	BUY	N/A	4,552 New	4,552 $637,000
Q4 2018 Feb 14, 2019	SELL	N/A	-4,646 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	N/A	268 Added 6.12%	4,646 $686,000
Q2 2018 Aug 13, 2018	SELL	N/A	-2,351 Reduced 34.94%	4,378 $595,000
Q1 2018 May 15, 2018	BUY	N/A	2,220 Added 49.23%	6,729 $936,000
Q4 2017 Feb 09, 2018	SELL	N/A	-680 Reduced 13.1%	4,509 $642,000
Q3 2017 Oct 19, 2017	BUY	N/A	5,189	5,189 $697,000

Others Institutions Holding VIS

# of Institutions

493

Shares Held

12.6M

Call Options Held

2.4K

Put Options Held

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