Avantax Planning Partners, Inc. Vanguard Mid Cap ETF Transaction History

Avantax Planning Partners, Inc.

  • $2.76 Billion
  • Q4 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 2,450 shares of VO stock, worth $637,857. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,450
Previous 2,666 8.1%
Holding current value
$637,857
Previous $703,000 7.97%
% of portfolio
0.02%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
SELL
$261.5 - $284.63 $56,484 - $61,480
-216 Reduced 8.1%
2,450 $647,000
Q3 2024

Nov 13, 2024
BUY
$237.84 - $263.83 $7,610 - $8,442
32 Added 1.21%
2,666 $703,000
Q2 2024

Aug 09, 2024
BUY
$234.99 - $248.98 $119,609 - $126,730
509 Added 23.95%
2,634 $637,000
Q1 2024

May 02, 2024
BUY
$225.86 - $249.86 $76,114 - $84,202
337 Added 18.85%
2,125 $530,000
Q4 2023

Feb 09, 2024
BUY
$195.66 - $233.95 $349,840 - $418,302
1,788 New
1,788 $415,000

Others Institutions Holding VO

# of Institutions
2,305
Shares Held
188M
Call Options Held
55.1K
Put Options Held
17.1K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
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