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

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 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 2,038 shares of IVOO stock, worth $226,788. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,038

Previous 2,078 1.92%

Holding current value

$226,788

Previous $205,000 3.9%

% of portfolio

0.01%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$86.58 - $104.98 $3,463 - $4,199	-40 Reduced 1.92%	2,038 $213,000
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

305

Shares Held

13.6M

Call Options Held

Put Options Held

100

View Full List

About VANGUARD S&P MID CAP 400 ETF

Ticker IVOO
Sector ETFs
Industry ETFs

More about IVOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Account

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