Atria Wealth Solutions, Inc. Vanguard S&P Mid Cap 400 ETF Transaction History

Atria Wealth Solutions, Inc.

  • $7.87 Billion
  • Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 2,078 shares of IVOO stock, worth $210,106. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,078
Previous 2,271 8.5%
Holding current value
$210,106
Previous $239,000 14.23%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
$96.85 - $111.39 $18,692 - $21,498
-193 Reduced 8.5%
2,078 $205,000
Q4 2024

Jan 31, 2025
SELL
$104.52 - $115.08 $4.49 Million - $4.94 Million
-42,930 Reduced 94.98%
2,271 $239,000
Q3 2024

Nov 08, 2024
BUY
$97.05 - $106.1 $4.14 Million - $4.52 Million
42,640 Added 1664.97%
45,201 $4.77 Million
Q2 2024

Jul 22, 2024
SELL
$95.6 - $102.96 $560,598 - $603,757
-5,864 Reduced 69.6%
2,561 $253,000
Q1 2024

May 13, 2024
SELL
$90.9 - $103.01 $15,089 - $17,099
-166 Reduced 1.93%
8,425 $867,000
Q4 2023

Feb 02, 2024
BUY
$78.64 - $94.88 $50,329 - $60,723
640 Added 8.05%
8,591 $807,000
Q3 2023

Nov 08, 2023
SELL
$83.66 - $92.16 $1,505 - $1,658
-18 Reduced 0.23%
7,951 $672,000
Q2 2023

Aug 03, 2023
BUY
$81.37 - $88.56 $379,428 - $412,955
4,663 Added 141.05%
7,969 $705,000
Q1 2023

Aug 22, 2023
SELL
$80.26 - $183.76 $8,828 - $20,213
-110 Reduced 1.38%
7,859 $665,000
Q1 2023

Jun 14, 2023
SELL
$80.26 - $183.76 $365,423 - $836,659
-4,553 Reduced 57.93%
3,306 $279,000
Q1 2023

May 10, 2023
BUY
$80.26 - $183.76 $365,423 - $836,659
4,553 Added 137.72%
7,859 $665,000
Q4 2022

Aug 30, 2023
SELL
$75.71 - $174.3 $353,035 - $812,760
-4,663 Reduced 58.51%
3,306 $540,000
Q4 2022

Feb 13, 2023
SELL
$75.71 - $174.3 $1,892 - $4,357
-25 Reduced 0.75%
3,306 $540,000
Q2 2022

Aug 15, 2022
SELL
$74.48 - $91.47 $214,130 - $262,976
-2,875 Reduced 46.33%
3,331 $510,000
Q1 2022

May 16, 2022
BUY
$85.0 - $96.56 $527,510 - $599,251
6,206 New
6,206 $1.13 Million

Others Institutions Holding IVOO

# of Institutions
296
Shares Held
12.3M
Call Options Held
3.1K
Put Options Held
100
View Full List

About VANGUARD S&P MID CAP 400 ETF

IVOO Quotes by TradingView
  • Ticker IVOO
  • Sector ETFs
  • Industry ETFs
More about IVOO
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