Avantax Planning Partners, Inc. Vanguard Specialized Funds Van Transaction History

Avantax Planning Partners, Inc.

$2.81 Billion
Q1 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 9,221 shares of VNQ stock, worth $845,842. This represents 0.03% of its overall portfolio holdings.

Number of Shares

9,221

Previous 8,456 9.05%

Holding current value

$845,842

Previous $753,000 10.76%

% of portfolio

0.03%

Previous 0.03%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	BUY	$85.55 - $94.34 $65,445 - $72,170	765 Added 9.05%	9,221 $834,000
Q4 2024 Feb 07, 2025	BUY	$87.85 - $98.6 $512,604 - $575,331	5,835 Added 222.62%	8,456 $753,000
Q3 2024 Nov 13, 2024	BUY	$82.97 - $98.97 $6,056 - $7,224	73 Added 2.86%	2,621 $255,000
Q2 2024 Aug 09, 2024	BUY	$78.61 - $85.97 $13,599 - $14,872	173 Added 7.28%	2,548 $213,000
Q1 2024 May 02, 2024	SELL	$82.58 - $89.12 $139,312 - $150,345	-1,687 Reduced 41.53%	2,375 $205,000
Q4 2023 Feb 09, 2024	BUY	$71.05 - $89.54 $64,726 - $81,570	911 Added 28.91%	4,062 $358,000
Q3 2023 Nov 03, 2023	SELL	$75.44 - $86.89 $5,959 - $6,864	-79 Reduced 2.45%	3,151 $238,000
Q2 2023 Jul 17, 2023	SELL	$78.4 - $83.98 $5,958 - $6,382	-76 Reduced 2.3%	3,230 $269,000
Q1 2023 Apr 20, 2023	SELL	$77.59 - $93.7 $19,552 - $23,612	-252 Reduced 7.08%	3,306 $274,000
Q4 2022 Feb 09, 2023	SELL	$76.14 - $88.09 $19,872 - $22,991	-261 Reduced 6.83%	3,558 $293,000
Q3 2022 Oct 14, 2022	SELL	$79.28 - $102.13 $152,376 - $196,293	-1,922 Reduced 33.48%	3,819 $306,000
Q2 2022 Jul 18, 2022	SELL	$87.04 - $112.5 $17,059 - $22,050	-196 Reduced 3.3%	5,741 $523,000
Q1 2022 May 09, 2022	BUY	$99.96 - $115.1 $33,486 - $38,558	335 Added 5.98%	5,937 $643,000
Q4 2021 Jan 28, 2022	BUY	$102.53 - $116.01 $5,844 - $6,612	57 Added 1.03%	5,602 $650,000
Q3 2021 Oct 27, 2021	BUY	$101.78 - $110.92 $1,119 - $1,220	11 Added 0.2%	5,545 $564,000
Q2 2021 Aug 10, 2021	BUY	$93.53 - $105.5 $24,785 - $27,957	265 Added 5.03%	5,534 $563,000
Q1 2021 May 06, 2021	BUY	$81.97 - $92.98 $207,793 - $235,704	2,535 Added 92.72%	5,269 $484,000
Q4 2020 Feb 04, 2021	SELL	$76.08 - $86.67 $264,530 - $301,351	-3,477 Reduced 55.98%	2,734 $232,000
Q3 2020 Oct 28, 2020	BUY	$76.31 - $83.64 $131,863 - $144,529	1,728 Added 38.55%	6,211 $490,000
Q2 2020 Jul 15, 2020	SELL	$64.53 - $86.79 $38,976 - $52,421	-604 Reduced 11.87%	4,483 $352,000
Q1 2020 Apr 27, 2020	BUY	$56.91 - $99.57 $1,422 - $2,489	25 Added 0.49%	5,087 $355,000
Q4 2019 Jan 15, 2020	SELL	$90.14 - $95.25 $63,728 - $67,341	-707 Reduced 12.26%	5,062 $470,000
Q3 2019 Nov 08, 2019	BUY	$91.64 - $93.61 $120,323 - $122,909	1,313 Added 29.47%	5,769 $538,000
Q1 2019 May 08, 2019	BUY	N/A	366 Added 8.95%	4,456 $387,000
Q4 2018 Feb 14, 2019	SELL	N/A	-1 Reduced 0.02%	4,090 $305,000
Q3 2018 Nov 13, 2018	SELL	N/A	-284 Reduced 6.49%	4,091 $330,000
Q1 2018 May 15, 2018	SELL	N/A	-45 Reduced 1.02%	4,375 $330,000
Q4 2017 Feb 09, 2018	SELL	N/A	-1,087 Reduced 19.74%	4,420 $367,000
Q3 2017 Oct 19, 2017	BUY	N/A	5,507	5,507 $458,000

Others Institutions Holding VNQ

# of Institutions

1,936

Shares Held

234M

Call Options Held

1.45M

Put Options Held

1.28M

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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Avantax Planning Partners, Inc. Vanguard Specialized Funds Van Transaction History