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

Atria Wealth Solutions, Inc.

  • $8.79 Billion
  • Q2 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 4,083 shares of IVOV stock, worth $389,722. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,083
Previous 3,950 3.37%
Holding current value
$389,722
Previous $358,000 0.28%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
126
Shares Held
4.35M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD S&P MID CAP 400 VALUE

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