Avantax Planning Partners, Inc. Vanguard Mid Cap Value Index F Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 44,111 shares of VOE stock, worth $7.2 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

44,111

Previous 75,039 41.22%

Holding current value

$7.2 Million

Previous $11.3 Million 34.48%

% of portfolio

0.27%

Previous 0.36%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$149.02 - $167.67 $4.61 Million - $5.19 Million	-30,928 Reduced 41.22%	44,111 $7.4 Million
Q2 2024 Aug 09, 2024	SELL	$146.82 - $155.77 $603,430 - $640,214	-4,110 Reduced 5.19%	75,039 $11.3 Million
Q1 2024 May 02, 2024	SELL	$141.07 - $155.91 $1.09 Million - $1.21 Million	-7,756 Reduced 8.92%	79,149 $12.3 Million
Q4 2023 Feb 09, 2024	BUY	$124.27 - $145.8 $158,319 - $185,749	1,274 Added 1.49%	86,905 $12.6 Million
Q3 2023 Nov 03, 2023	SELL	$130.77 - $144.24 $219,824 - $242,467	-1,681 Reduced 1.93%	85,631 $11.2 Million
Q2 2023 Jul 17, 2023	BUY	$127.92 - $138.38 $617,597 - $668,098	4,828 Added 5.85%	87,312 $12.1 Million
Q1 2023 Apr 20, 2023	BUY	$126.74 - $147.12 $1.07 Million - $1.24 Million	8,437 Added 11.39%	82,484 $11.1 Million
Q4 2022 Feb 09, 2023	SELL	$122.51 - $142.75 $1.1 Million - $1.28 Million	-8,989 Reduced 10.83%	74,047 $10 Million
Q3 2022 Oct 14, 2022	SELL	$121.77 - $145.8 $1.29 Million - $1.55 Million	-10,632 Reduced 11.35%	83,036 $10.1 Million
Q2 2022 Jul 18, 2022	BUY	$126.2 - $153.17 $4.99 Million - $6.06 Million	39,578 Added 73.17%	93,668 $12.1 Million
Q1 2022 May 09, 2022	BUY	$140.72 - $152.6 $327,174 - $354,795	2,325 Added 4.49%	54,090 $8.1 Million
Q4 2021 Jan 28, 2022	BUY	$140.47 - $150.69 $80,348 - $86,194	572 Added 1.12%	51,765 $7.78 Million
Q3 2021 Oct 27, 2021	BUY	$135.17 - $146.62 $3.35 Million - $3.64 Million	24,799 Added 93.96%	51,193 $7.15 Million
Q2 2021 Aug 10, 2021	SELL	$136.19 - $145.71 $29,553 - $31,619	-217 Reduced 0.82%	26,394 $3.71 Million
Q1 2021 May 06, 2021	SELL	$116.81 - $138.13 $46,139 - $54,561	-395 Reduced 1.46%	26,611 $3.59 Million
Q4 2020 Feb 04, 2021	SELL	$100.82 - $119.56 $1.15 Million - $1.37 Million	-11,421 Reduced 29.72%	27,006 $3.21 Million
Q3 2020 Oct 28, 2020	SELL	$93.59 - $106.12 $785,313 - $890,452	-8,391 Reduced 17.92%	38,427 $3.9 Million
Q2 2020 Jul 15, 2020	BUY	$75.66 - $107.24 $897,630 - $1.27 Million	11,864 Added 33.94%	46,818 $4.48 Million
Q1 2020 Apr 27, 2020	BUY	$68.69 - $121.9 $687,312 - $1.22 Million	10,006 Added 40.11%	34,954 $2.84 Million
Q4 2019 Jan 15, 2020	BUY	$108.67 - $119.8 $2,064 - $2,276	19 Added 0.08%	24,948 $2.97 Million
Q3 2019 Nov 08, 2019	SELL	$112.16 - $114.13 $56,865 - $57,863	-507 Reduced 1.99%	24,929 $2.82 Million
Q2 2019 Aug 07, 2019	SELL	N/A	-1,747 Reduced 6.43%	25,436 $2.86 Million
Q1 2019 May 08, 2019	SELL	N/A	-31,898 Reduced 53.99%	27,183 $2.93 Million
Q4 2018 Feb 14, 2019	BUY	N/A	58,733 Added 16877.3%	59,081 $5.63 Million
Q3 2018 Nov 13, 2018	BUY	N/A	348 New	348 $39,000
Q2 2018 Aug 13, 2018	SELL	N/A	-347 Closed	0 $0
Q1 2018 May 15, 2018	BUY	N/A	347 New	347 $38,000
Q4 2017 Feb 09, 2018	SELL	N/A	-8,870 Closed	0 $0
Q3 2017 Oct 19, 2017	BUY	N/A	8,870	8,870 $937,000

Others Institutions Holding VOE

# of Institutions

1,107

Shares Held

68M

Call Options Held

28.7K

Put Options Held

1.8K

View Full List

About VANGUARD MID-CAP VALUE INDEX F

Ticker VOE
Sector ETFs
Industry ETFs

More about VOE

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.

Account

Avantax Planning Partners, Inc. Vanguard Mid Cap Value Index F Transaction History