Atria Wealth Solutions, Inc. Vanguard Extended Duration Tre Transaction History

Atria Wealth Solutions, Inc.

$8.63 Billion
Q1 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Vanguard Extended Duration Tre stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 87,394 shares of EDV stock, worth $6.24 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

87,394

Previous 125,568 30.4%

Holding current value

$6.24 Million

Previous $10.2 Million 34.2%

% of portfolio

0.08%

Previous 0.13%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$73.47 - $80.71 $2.8 Million - $3.08 Million	-38,174 Reduced 30.4%	87,394 $6.69 Million
Q4 2023 Feb 02, 2024	BUY	$62.83 - $82.79 $3.52 Million - $4.63 Million	55,977 Added 80.44%	125,568 $10.2 Million
Q3 2023 Nov 08, 2023	SELL	$69.75 - $86.3 $2.32 Million - $2.88 Million	-33,324 Reduced 32.38%	69,591 $4.87 Million
Q2 2023 Aug 03, 2023	BUY	$83.35 - $92.48 $4.65 Million - $5.16 Million	55,765 Added 118.27%	102,915 $8.96 Million
Q1 2023 Aug 22, 2023	SELL	$83.61 - $92.95 $2.64 Million - $2.93 Million	-31,536 Reduced 30.64%	71,379 $6.46 Million

Q1 2023 Jun 14, 2023	SELL	$83.61 - $92.95 $2.03 Million - $2.25 Million	-24,229 Reduced 33.94%	47,150 $4.27 Million
Q1 2023 May 10, 2023	BUY	$83.61 - $92.95 $2.03 Million - $2.25 Million	24,229 Added 51.39%	71,379 $6.46 Million
Q4 2022 Aug 30, 2023	SELL	$76.68 - $94.96 $4.28 Million - $5.3 Million	-55,765 Reduced 54.19%	47,150 $3.91 Million
Q4 2022 Feb 13, 2023	BUY	$76.68 - $94.96 $33,049 - $40,927	431 Added 0.92%	47,150 $3.91 Million
Q3 2022 Feb 13, 2023	BUY	N/A	1,339 Added 2.95%	46,719 $0
Q3 2022 Nov 14, 2022	BUY	N/A	40,922 Added 917.95%	45,380 $4 Million
Q2 2022 Aug 15, 2022	SELL	N/A	-7,196 Reduced 61.75%	4,458 $446,000
Q1 2022 May 16, 2022	BUY	N/A	11,654 New	11,654 $1.42 Million

Others Institutions Holding EDV

# of Institutions

177

Shares Held

12.1M

Call Options Held

163K

Put Options Held

220K

View Full List

About VANGUARD EXTENDED DURATION TRE

Ticker EDV
Sector ETFs
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Atria Wealth Solutions, Inc. Vanguard Extended Duration Tre Transaction History