Avantax Planning Partners, Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Avantax Planning Partners, Inc.

  • $3.45 Billion
  • Q3 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 3,828 shares of VOO stock, worth $2.4 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,828
Previous 3,712 3.13%
Holding current value
$2.4 Million
Previous $2.11 Million 11.2%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Oct 31, 2025
BUY
$567.77 - $614.76 $65,861 - $71,312
116 Added 3.13%
3,828 $2.34 Million
Q2 2025

Aug 11, 2025
BUY
$456.74 - $568.03 $152,094 - $189,153
333 Added 9.85%
3,712 $2.11 Million
Q1 2025

Apr 28, 2025
BUY
$507.05 - $563.67 $52,226 - $58,058
103 Added 3.14%
3,379 $1.74 Million
Q4 2024

Feb 07, 2025
SELL
$521.84 - $558.82 $52,705 - $56,440
-101 Reduced 2.99%
3,276 $1.77 Million
Q3 2024

Nov 13, 2024
BUY
$475.2 - $527.7 $162,043 - $179,945
341 Added 11.23%
3,377 $1.78 Million
Q2 2024

Aug 09, 2024
SELL
$455.1 - $504.28 $275,335 - $305,089
-605 Reduced 16.62%
3,036 $1.52 Million
Q1 2024

May 02, 2024
BUY
$429.43 - $481.35 $26,195 - $29,362
61 Added 1.7%
3,641 $1.75 Million
Q4 2023

Feb 09, 2024
BUY
$377.32 - $438.19 $435,427 - $505,671
1,154 Added 47.57%
3,580 $1.56 Million
Q3 2023

Nov 03, 2023
BUY
$392.7 - $420.68 $184,569 - $197,719
470 Added 24.03%
2,426 $952,000
Q2 2023

Jul 17, 2023
BUY
$371.44 - $407.28 $51,258 - $56,204
138 Added 7.59%
1,956 $796,000
Q1 2023

Apr 20, 2023
SELL
$348.66 - $382.94 $196,992 - $216,361
-565 Reduced 23.71%
1,818 $683,000
Q4 2022

Feb 09, 2023
BUY
$327.64 - $374.54 $112,052 - $128,092
342 Added 16.76%
2,383 $837,000
Q3 2022

Oct 14, 2022
SELL
$328.3 - $395.04 $109,980 - $132,338
-335 Reduced 14.1%
2,041 $670,000
Q2 2022

Jul 18, 2022
BUY
$337.07 - $419.85 $44,493 - $55,420
132 Added 5.88%
2,376 $824,000
Q1 2022

May 09, 2022
SELL
$382.7 - $439.25 $238,422 - $273,652
-623 Reduced 21.73%
2,244 $932,000
Q4 2021

Jan 28, 2022
BUY
$394.21 - $439.01 $135,214 - $150,580
343 Added 13.59%
2,867 $1.25 Million
Q3 2021

Oct 27, 2021
BUY
$390.68 - $416.73 $12,501 - $13,335
32 Added 1.28%
2,524 $996,000
Q2 2021

Aug 10, 2021
BUY
$368.16 - $394.32 $426,329 - $456,622
1,158 Added 86.81%
2,492 $981,000
Q1 2021

May 06, 2021
BUY
$339.03 - $365.24 $3,729 - $4,017
11 Added 0.83%
1,334 $486,000
Q4 2020

Feb 04, 2021
SELL
$299.82 - $343.69 $599 - $687
-2 Reduced 0.15%
1,323 $455,000
Q3 2020

Oct 28, 2020
SELL
$285.37 - $328.74 $62,210 - $71,665
-218 Reduced 14.13%
1,325 $408,000
Q2 2020

Jul 15, 2020
BUY
$226.15 - $297.17 $40,933 - $53,787
181 Added 13.29%
1,543 $437,000
Q1 2020

Apr 27, 2020
BUY
$204.27 - $310.92 $5,923 - $9,016
29 Added 2.18%
1,362 $323,000
Q4 2019

Jan 15, 2020
BUY
$264.57 - $296.67 $59,528 - $66,750
225 Added 20.31%
1,333 $394,000
Q3 2019

Nov 08, 2019
BUY
$260.57 - $277.38 $8,338 - $8,876
32 Added 2.97%
1,108 $302,000
Q2 2019

Aug 07, 2019
SELL
$252.12 - $271.73 $131,606 - $141,843
-522 Reduced 32.67%
1,076 $293,000
Q1 2019

May 08, 2019
SELL
$224.5 - $261.43 $161,864 - $188,491
-721 Reduced 31.09%
1,598 $415,000
Q4 2018

Feb 14, 2019
BUY
$215.07 - $268.24 $156,355 - $195,010
727 Added 45.67%
2,319 $533,000
Q3 2018

Nov 13, 2018
BUY
$248.79 - $269.75 $11,693 - $12,678
47 Added 3.04%
1,592 $425,000
Q2 2018

Aug 13, 2018
SELL
$236.48 - $256.33 $62,194 - $67,414
-263 Reduced 14.55%
1,545 $386,000
Q1 2018

May 15, 2018
BUY
$236.79 - $263.36 $236 - $263
1 Added 0.06%
1,808 $438,000
Q4 2017

Feb 09, 2018
SELL
$231.73 - $247.65 $854,388 - $913,085
-3,687 Reduced 67.11%
1,807 $443,000
Q3 2017

Oct 19, 2017
BUY
$228.78 - $230.76 $1.26 Million - $1.27 Million
5,494
5,494 $1.27 Million

Others Institutions Holding VOO

# of Institutions
3,836
Shares Held
506M
Call Options Held
2.83M
Put Options Held
4.27M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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