Atria Wealth Solutions, Inc. Vanguard Bd Index Fd Inc Long Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 253,127 shares of BLV stock, worth $17.6 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

253,127

Previous 281,509 10.08%

Holding current value

$17.6 Million

Previous $21.2 Million 18.15%

% of portfolio

0.2%

Previous 0.24%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$68.25 - $75.42 $1.94 Million - $2.14 Million	-28,382 Reduced 10.08%	253,127 $17.3 Million
Q3 2024 Nov 08, 2024	BUY	$69.16 - $76.64 $2.62 Million - $2.9 Million	37,902 Added 15.56%	281,509 $21.2 Million
Q2 2024 Jul 22, 2024	SELL	$67.85 - $72.06 $319,980 - $339,834	-4,716 Reduced 1.9%	243,607 $17.1 Million
Q1 2024 May 13, 2024	SELL	$70.55 - $74.4 $2.54 Million - $2.67 Million	-35,951 Reduced 12.65%	248,323 $18 Million
Q4 2023 Feb 02, 2024	BUY	$63.1 - $75.48 $3.5 Million - $4.19 Million	55,460 Added 24.24%	284,274 $21.2 Million
Q3 2023 Nov 08, 2023	SELL	$66.98 - $75.19 $4.97 Million - $5.58 Million	-74,166 Reduced 24.48%	228,814 $15.3 Million
Q2 2023 Aug 03, 2023	SELL	$72.8 - $77.78 $4.39 Million - $4.69 Million	-60,240 Reduced 16.58%	302,980 $22.7 Million
Q1 2023 Aug 22, 2023	SELL	$72.23 - $78.61 $2.62 Million - $2.85 Million	-36,240 Reduced 11.96%	266,740 $20.4 Million
Q1 2023 Jun 14, 2023	BUY	$72.23 - $78.61 $6.97 Million - $7.58 Million	96,480 Added 36.17%	363,220 $27.8 Million
Q1 2023 May 10, 2023	SELL	$72.23 - $78.61 $6.98 Million - $7.59 Million	-96,608 Reduced 26.59%	266,740 $20.4 Million
Q4 2022 Aug 30, 2023	BUY	$66.85 - $78.06 $4.03 Million - $4.7 Million	60,240 Added 19.88%	363,220 $26.3 Million
Q4 2022 Feb 13, 2023	BUY	$66.85 - $78.06 $8.14 Million - $9.5 Million	121,694 Added 50.36%	363,348 $26.3 Million
Q3 2022 Feb 13, 2023	SELL	$70.98 - $83.52 $657,203 - $773,311	-9,259 Reduced 3.69%	241,654 $0
Q3 2022 Nov 14, 2022	BUY	$70.98 - $83.52 $844,378 - $993,553	11,896 Added 4.98%	250,913 $18.2 Million
Q2 2022 Aug 15, 2022	SELL	$76.82 - $91.91 $81,659 - $97,700	-1,063 Reduced 0.44%	239,017 $19.1 Million
Q1 2022 May 16, 2022	BUY	$89.51 - $101.14 $21.5 Million - $24.3 Million	240,080 New	240,080 $22 Million

Others Institutions Holding BLV

# of Institutions

393

Shares Held

70.8M

Call Options Held

17K

Put Options Held

37.1K

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About VANGUARD BD INDEX FD INC LONG

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Atria Wealth Solutions, Inc. Vanguard Bd Index Fd Inc Long Transaction History