Vanguard Group’s Avantax, Inc. Common Stock AVTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $104M | Sell |
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|
2023
Q2 | $95.8M | Sell |
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|
2023
Q1 | $120M | Sell |
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|
2022
Q4 | $135M | Buy |
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|
2022
Q3 | $101M | Buy |
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|
2022
Q2 | $93.4M | Sell |
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|
2022
Q1 | $99.6M | Buy |
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|
2021
Q4 | $86.7M | Buy |
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|
2021
Q3 | $77M | Sell |
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|
2021
Q2 | $86.2M | Buy |
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|
2021
Q1 | $81.2M | Buy |
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|
2020
Q4 | $76.1M | Buy |
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|
2020
Q3 | $44.2M | Sell |
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|
2020
Q2 | $56.6M | Sell |
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|
2020
Q1 | $63.1M | Buy |
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|
2019
Q4 | $134M | Buy |
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|
2019
Q3 | $109M | Buy |
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|
2019
Q2 | $149M | Buy |
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|
2019
Q1 | $163M | Sell |
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|
2018
Q4 | $135M | Buy |
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|
2018
Q3 | $193M | Buy |
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|
2018
Q2 | $172M | Sell |
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|
2018
Q1 | $134M | Sell |
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|
2017
Q4 | $123M | Buy |
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|
2017
Q3 | $131M | Buy |
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|
2017
Q2 | $98.1M | Buy |
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|
2017
Q1 | $62.6M | Buy |
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|
2016
Q4 | $49.4M | Buy |
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|
2016
Q3 | $36.7M | Buy |
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|
2016
Q2 | $32.6M | Buy |
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|
2016
Q1 | $15.1M | Sell |
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|
2015
Q4 | $29.6M | Buy |
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|
2015
Q3 | $40.5M | Buy |
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|
2015
Q2 | $46.4M | Buy |
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|
2015
Q1 | $37.7M | Buy |
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|
2014
Q4 | $37.4M | Buy |
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|
2014
Q3 | $40.6M | Sell |
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|
2014
Q2 | $51.4M | Sell |
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|
2014
Q1 | $53.8M | Buy |
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|
2013
Q4 | $73.2M | Buy |
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|
2013
Q3 | $55.8M | Buy |
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|
2013
Q2 | $43.8M | Buy |
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