Avantax Planning Partners, Inc. Vanguard Utilities ETF Transaction History

Avantax Planning Partners, Inc.

$3.08 Billion
Q1 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 20, 2023	SELL	$139.89 - $156.95 $198,224 - $222,398	-1,417 Reduced 33.85%	2,769 $408,000
Q4 2022 Feb 09, 2023	SELL	$143.55 - $158.16 $167,809 - $184,889	-1,169 Reduced 21.83%	4,186 $641,000
Q2 2022 Jul 18, 2022	SELL	N/A	-1 Reduced 0.02%	5,355 $816,000
Q4 2021 Jan 28, 2022	BUY	N/A	17 Added 0.32%	5,356 $838,000
Q3 2021 Oct 27, 2021	SELL	N/A	-163 Reduced 2.96%	5,339 $743,000

Q2 2021 Aug 10, 2021	BUY	N/A	2 Added 0.04%	5,502 $763,000
Q1 2021 May 06, 2021	BUY	N/A	915 Added 19.96%	5,500 $773,000
Q4 2020 Feb 04, 2021	BUY	N/A	2 Added 0.04%	4,585 $629,000
Q3 2020 Oct 28, 2020	BUY	N/A	1 Added 0.02%	4,583 $592,000
Q2 2020 Jul 15, 2020	BUY	N/A	514 Added 12.64%	4,582 $567,000
Q1 2020 Apr 27, 2020	BUY	N/A	100 Added 2.52%	4,068 $496,000
Q3 2019 Nov 08, 2019	BUY	N/A	263 Added 7.1%	3,968 $570,000
Q2 2019 Aug 07, 2019	BUY	N/A	3,705 New	3,705 $501,000

Others Institutions Holding VPU

# of Institutions

520

Shares Held

12M

Call Options Held

51.1K

Put Options Held

16.2K

About VANGUARD UTILITIES ETF

Ticker VPU
Sector ETFs
Industry ETFs

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.