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

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Vanguard S&P Mid Cap 400 Value stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 4,075 shares of IVOV stock, worth $404,851. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,075

Previous 4,081 0.15%

Holding current value

$404,851

Previous $390,000 0.26%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$94.54 - $104.98 $567 - $629	-6 Reduced 0.15%	4,075 $389,000
Q3 2024 Nov 08, 2024	SELL	$86.19 - $95.75 $172 - $191	-2 Reduced 0.05%	4,081 $390,000
Q2 2024 Jul 22, 2024	BUY	$83.94 - $90.83 $11,164 - $12,080	133 Added 3.37%	4,083 $357,000
Q1 2024 May 13, 2024	BUY	$83.49 - $90.8 $2,254 - $2,451	27 Added 0.69%	3,950 $358,000
Q4 2023 Feb 02, 2024	BUY	$71.8 - $88.58 $718 - $885	10 Added 0.26%	3,923 $342,000
Q3 2023 Nov 08, 2023	BUY	$76.81 - $85.86 $5,607 - $6,267	73 Added 1.9%	3,913 $304,000
Q2 2023 Aug 03, 2023	BUY	$74.86 - $82.32 $133,550 - $146,858	1,784 Added 86.77%	3,840 $316,000
Q1 2023 Aug 22, 2023	BUY	$74.3 - $176.9 $14,488 - $34,495	195 Added 5.08%	4,035 $317,000
Q1 2023 Jun 14, 2023	SELL	$74.3 - $176.9 $147,039 - $350,085	-1,979 Reduced 49.05%	2,056 $161,000
Q1 2023 May 10, 2023	BUY	$74.3 - $176.9 $147,039 - $350,085	1,979 Added 96.25%	4,035 $317,000
Q4 2022 Aug 30, 2023	SELL	$70.88 - $164.78 $126,449 - $293,967	-1,784 Reduced 46.46%	2,056 $315,000
Q4 2022 Feb 13, 2023	SELL	$70.88 - $164.78 $567 - $1,318	-8 Reduced 0.39%	2,056 $315,000
Q3 2022 Nov 14, 2022	SELL	$69.38 - $82.62 $4,370 - $5,205	-63 Reduced 2.96%	2,064 $286,000
Q2 2022 Aug 15, 2022	SELL	$70.08 - $84.23 $1,401 - $1,684	-20 Reduced 0.93%	2,127 $307,000
Q1 2022 May 16, 2022	BUY	$78.21 - $85.96 $167,916 - $184,556	2,147 New	2,147 $360,000

Others Institutions Holding IVOV

# of Institutions

141

Shares Held

4.46M

Call Options Held

Put Options Held

View Full List

About VANGUARD S&P MID CAP 400 VALUE

Ticker IVOV
Sector ETFs
Industry ETFs

More about IVOV

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 Value Transaction History