Avantax Planning Partners, Inc. Vanguard Whitehall Fds (Vangua Transaction History

Avantax Planning Partners, Inc.

$2.76 Billion
Q4 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 66,446 shares of VYM stock, worth $8.97 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

66,446

Previous 67,584 1.68%

Holding current value

$8.97 Million

Previous $8.66 Million 2.16%

% of portfolio

0.31%

Previous 0.31%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$126.68 - $134.74 $144,161 - $153,334	-1,138 Reduced 1.68%	66,446 $8.48 Million
Q3 2024 Nov 13, 2024	SELL	$117.9 - $128.2 $13,204 - $14,358	-112 Reduced 0.17%	67,584 $8.66 Million
Q2 2024 Aug 09, 2024	SELL	$114.71 - $121.51 $114,939 - $121,753	-1,002 Reduced 1.46%	67,696 $8.03 Million
Q1 2024 May 02, 2024	SELL	$109.98 - $120.99 $19,796 - $21,778	-180 Reduced 0.26%	68,698 $8.31 Million
Q4 2023 Feb 09, 2024	SELL	$98.71 - $111.84 $79,264 - $89,807	-803 Reduced 1.15%	68,878 $7.69 Million
Q3 2023 Nov 03, 2023	SELL	$103.32 - $110.34 $49,696 - $53,073	-481 Reduced 0.69%	69,681 $7.2 Million
Q2 2023 Jul 17, 2023	SELL	$101.36 - $107.68 $35,780 - $38,011	-353 Reduced 0.5%	70,162 $7.44 Million
Q1 2023 Apr 20, 2023	SELL	$100.82 - $111.44 $6,754 - $7,466	-67 Reduced 0.09%	70,515 $7.44 Million
Q4 2022 Feb 09, 2023	BUY	$96.14 - $113.15 $919,290 - $1.08 Million	9,562 Added 15.67%	70,582 $7.64 Million
Q3 2022 Oct 14, 2022	BUY	$94.88 - $110.28 $4.78 Million - $5.55 Million	50,368 Added 472.85%	61,020 $5.79 Million
Q2 2022 Jul 18, 2022	BUY	$99.2 - $114.57 $816,912 - $943,483	8,235 Added 340.71%	10,652 $1.08 Million
Q1 2022 May 09, 2022	SELL	$107.24 - $115.01 $310,030 - $332,493	-2,891 Reduced 54.46%	2,417 $271,000
Q4 2021 Jan 28, 2022	BUY	$104.33 - $112.16 $43,609 - $46,882	418 Added 8.55%	5,308 $595,000
Q3 2021 Oct 27, 2021	SELL	$102.3 - $108.36 $48,387 - $51,254	-473 Reduced 8.82%	4,890 $505,000
Q2 2021 Aug 10, 2021	BUY	$101.6 - $107.95 $8,229 - $8,743	81 Added 1.53%	5,363 $562,000
Q1 2021 May 06, 2021	BUY	$90.4 - $101.83 $22,961 - $25,864	254 Added 5.05%	5,282 $534,000
Q4 2020 Feb 04, 2021	BUY	$78.88 - $92.1 $20,035 - $23,393	254 Added 5.32%	5,028 $460,000
Q3 2020 Oct 28, 2020	BUY	$77.57 - $85.18 $152,580 - $167,549	1,967 Added 70.07%	4,774 $386,000
Q2 2020 Jul 15, 2020	SELL	$67.79 - $86.78 $1.11 Million - $1.42 Million	-16,315 Reduced 85.32%	2,807 $221,000
Q1 2020 Apr 27, 2020	BUY	$60.97 - $94.78 $3,780 - $5,876	62 Added 0.33%	19,122 $1.35 Million
Q4 2019 Jan 15, 2020	SELL	$85.84 - $94.47 $772 - $850	-9 Reduced 0.05%	19,060 $1.79 Million
Q3 2019 Nov 08, 2019	BUY	$88.2 - $89.75 $44,011 - $44,785	499 Added 2.69%	19,069 $1.69 Million
Q2 2019 Aug 07, 2019	SELL	N/A	-4,742 Reduced 20.34%	18,570 $1.64 Million
Q1 2019 May 08, 2019	SELL	N/A	-2,861 Reduced 10.93%	23,312 $2 Million
Q4 2018 Feb 14, 2019	BUY	N/A	24,872 Added 1911.76%	26,173 $2.04 Million
Q3 2018 Nov 13, 2018	BUY	N/A	1,301 New	1,301 $113,000
Q2 2018 Aug 13, 2018	SELL	N/A	-7,265 Closed	0 $0
Q1 2018 May 15, 2018	BUY	N/A	9 Added 0.12%	7,265 $599,000
Q4 2017 Feb 09, 2018	SELL	N/A	-13,509 Reduced 65.06%	7,256 $621,000
Q3 2017 Oct 19, 2017	BUY	N/A	20,765	20,765 $1.68 Million

Others Institutions Holding VYM

# of Institutions

1,935

Shares Held

194M

Call Options Held

843K

Put Options Held

340K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Avantax Planning Partners, Inc. Vanguard Whitehall Fds (Vangua Transaction History