Atria Investments LLC Vanguard Dividend Appreciation Transaction History

Atria Investments LLC

  • $7.93 Billion
  • Q2 2025

A detailed history of Atria Investments LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Atria Investments LLC holds 6,646 shares of VIG stock, worth $1.21 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,646
Previous 3,837 73.21%
Holding current value
$1.21 Million
Previous $698,000 73.35%
% of portfolio
0.02%
Previous 0.01%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
BUY
N/A
2,809 Added 73.21%
6,646 $1.21 Million
Q1 2025

May 06, 2025
SELL
N/A
-2,848 Reduced 42.6%
3,837 $698,000
Q4 2024

Feb 06, 2025
SELL
N/A
-319 Reduced 4.55%
6,685 $1.22 Million
Q3 2024

Nov 01, 2024
BUY
$182.15 - $182.15 $156,102 - $156,102
857 Added 13.94%
7,004 $1.28 Million
Q2 2024

Aug 13, 2024
SELL
$173.33 - $185.29 $3.86 Million - $4.12 Million
-22,247 Reduced 78.35%
6,147 $1.12 Million
Q1 2024

May 21, 2024
SELL
$168.47 - $182.98 $95,185 - $103,383
-565 Reduced 1.95%
28,394 $5.19 Million
Q4 2023

Feb 14, 2024
BUY
$150.16 - $171.16 $64,268 - $73,256
428 Added 1.5%
28,959 $4.93 Million
Q3 2023

Nov 07, 2023
BUY
$155.38 - $166.95 $611,264 - $656,781
3,934 Added 15.99%
28,531 $4.43 Million
Q2 2023

Aug 04, 2023
SELL
$152.74 - $162.43 $475,326 - $505,482
-3,112 Reduced 11.23%
24,597 $4 Million
Q1 2023

May 10, 2023
BUY
$147.24 - $158.33 $867,685 - $933,038
5,893 Added 27.01%
27,709 $4.27 Million
Q4 2022

Jan 31, 2023
SELL
$144.84 - $158.71 $859,625 - $941,943
-5,935 Reduced 21.39%
21,816 $3.31 Million
Q3 2022

Nov 01, 2022
SELL
N/A
-4,092 Reduced 12.85%
27,751 $3.75 Million
Q2 2022

Aug 11, 2022
BUY
N/A
4,238 Added 15.35%
31,843 $4.57 Million
Q1 2022

May 02, 2022
BUY
N/A
612 Added 2.27%
27,605 $4.48 Million
Q4 2021

Feb 04, 2022
SELL
N/A
-654,391 Reduced 96.04%
26,993 $4.64 Million
Q3 2021

Nov 16, 2021
SELL
N/A
-67,676 Reduced 9.03%
681,384 $105 Million
Q2 2021

Aug 10, 2021
BUY
N/A
635,694 Added 560.74%
749,060 $116 Million
Q1 2021

May 11, 2021
SELL
N/A
-123,499 Reduced 52.14%
113,366 $16.7 Million
Q4 2020

Feb 12, 2021
SELL
N/A
-165,595 Reduced 41.15%
236,865 $33.4 Million
Q3 2020

Nov 05, 2020
BUY
N/A
170,850 Added 73.77%
402,460 $51.8 Million
Q2 2020

Sep 22, 2020
BUY
N/A
231,610 New
231,610 $27.1 Million
Q1 2020

May 15, 2020
SELL
N/A
-535,406 Closed
0 $0
Q4 2019

Feb 11, 2020
SELL
N/A
-170,973 Reduced 24.2%
535,406 $66.7 Million
Q3 2019

Nov 14, 2019
BUY
N/A
71,762 Added 11.31%
706,379 $84.5 Million
Q2 2019

Aug 26, 2019
BUY
N/A
451,627 Added 246.8%
634,617 $73.5 Million
Q2 2019

Aug 09, 2019
SELL
N/A
-278,857 Reduced 60.38%
182,990 $15.7 Million
Q1 2019

May 15, 2019
BUY
N/A
374,218 Added 427.05%
461,847 $50.6 Million
Q4 2018

Feb 12, 2019
SELL
N/A
-226,741 Reduced 72.13%
87,629 $8.58 Million
Q3 2018

Oct 09, 2018
BUY
N/A
196,514 Added 166.74%
314,370 $34.8 Million
Q2 2018

Jul 13, 2018
BUY
N/A
96,489 Added 451.58%
117,856 $12 Million
Q1 2018

Apr 30, 2018
BUY
N/A
2,111 Added 10.96%
21,367 $2.16 Million
Q4 2017

Jan 16, 2018
BUY
N/A
2,383 Added 14.12%
19,256 $1.97 Million
Q3 2017

Oct 12, 2017
BUY
N/A
16,873
16,873 $1.6 Million

Others Institutions Holding VIG

# of Institutions
2,570
Shares Held
257M
Call Options Held
407K
Put Options Held
139K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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