Avantax Planning Partners, Inc. Vanguard Growth ETF Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Vanguard Growth ETF stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 2,900 shares of VUG stock, worth $1.21 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,900

Previous 2,784 4.17%

Holding current value

$1.21 Million

Previous $1.04 Million 6.92%

% of portfolio

0.04%

Previous 0.03%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$341.08 - $391.94 $39,565 - $45,465	116 Added 4.17%	2,900 $1.11 Million
Q2 2024 Aug 09, 2024	BUY	$322.46 - $377.11 $100,929 - $118,035	313 Added 12.67%	2,784 $1.04 Million
Q1 2024 May 02, 2024	BUY	$301.05 - $346.61 $207,423 - $238,814	689 Added 38.66%	2,471 $850,000
Q4 2023 Feb 09, 2024	BUY	$261.54 - $312.16 $9,938 - $11,862	38 Added 2.18%	1,782 $553,000
Q3 2023 Nov 03, 2023	SELL	$269.56 - $293.5 $216,187 - $235,387	-802 Reduced 31.5%	1,744 $474,000
Q2 2023 Jul 17, 2023	SELL	$243.06 - $282.96 $742,305 - $864,159	-3,054 Reduced 54.54%	2,546 $720,000
Q1 2023 Apr 20, 2023	SELL	$209.25 - $249.44 $64,658 - $77,076	-309 Reduced 5.23%	5,600 $1.4 Million
Q4 2022 Feb 09, 2023	BUY	$208.44 - $233.81 $115,267 - $129,296	553 Added 10.32%	5,909 $1.26 Million
Q3 2022 Oct 14, 2022	BUY	$213.95 - $266.28 $38,297 - $47,664	179 Added 3.46%	5,356 $1.15 Million
Q2 2022 Jul 18, 2022	SELL	$214.97 - $293.87 $45,358 - $62,006	-211 Reduced 3.92%	5,177 $1.15 Million
Q1 2022 May 09, 2022	SELL	$254.37 - $323.09 $7,376 - $9,369	-29 Reduced 0.54%	5,388 $1.55 Million
Q4 2021 Jan 28, 2022	BUY	$287.0 - $325.67 $13,776 - $15,632	48 Added 0.89%	5,417 $1.74 Million
Q3 2021 Oct 27, 2021	SELL	$286.49 - $308.98 $36,097 - $38,931	-126 Reduced 2.29%	5,369 $1.56 Million
Q1 2021 May 06, 2021	SELL	$243.15 - $268.9 $81,455 - $90,081	-335 Reduced 5.75%	5,495 $1.41 Million
Q4 2020 Feb 04, 2021	SELL	$220.77 - $253.46 $758,786 - $871,142	-3,437 Reduced 37.09%	5,830 $1.48 Million
Q3 2020 Oct 28, 2020	SELL	$204.41 - $245.48 $86,465 - $103,838	-423 Reduced 4.37%	9,267 $2.11 Million
Q2 2020 Jul 15, 2020	BUY	$149.64 - $204.01 $505,932 - $689,757	3,381 Added 53.59%	9,690 $1.96 Million
Q1 2020 Apr 27, 2020	BUY	$137.53 - $201.6 $8,664 - $12,700	63 Added 1.01%	6,309 $989,000
Q3 2019 Nov 08, 2019	BUY	$165.21 - $169.18 $62,449 - $63,950	378 Added 6.44%	6,246 $1.04 Million
Q2 2019 Aug 07, 2019	SELL	N/A	-42 Reduced 0.71%	5,868 $973,000
Q1 2019 May 08, 2019	SELL	N/A	-34 Reduced 0.57%	5,910 $924,000
Q4 2018 Feb 14, 2019	SELL	N/A	-108 Reduced 1.78%	5,944 $798,000
Q3 2018 Nov 13, 2018	SELL	N/A	-178 Reduced 2.86%	6,052 $975,000
Q2 2018 Aug 13, 2018	SELL	N/A	-196 Reduced 3.05%	6,230 $933,000
Q1 2018 May 15, 2018	BUY	N/A	223 Added 3.6%	6,426 $912,000
Q4 2017 Feb 09, 2018	SELL	N/A	-4,697 Reduced 43.09%	6,203 $872,000
Q3 2017 Oct 19, 2017	BUY	N/A	10,900	10,900 $1.45 Million

Others Institutions Holding VUG

# of Institutions

2,374

Shares Held

241M

Call Options Held

240K

Put Options Held

155K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

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Avantax Planning Partners, Inc. Vanguard Growth ETF Transaction History