Atria Wealth Solutions, Inc. Vanguard Small Cap Value ETF Transaction History

Atria Wealth Solutions, Inc.

  • $8.63 Billion
  • Q1 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 74,902 shares of VBR stock, worth $13.5 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
74,902
Previous 78,341 4.39%
Holding current value
$13.5 Million
Previous $14.1 Million 1.94%
% of portfolio
0.17%
Previous 0.18%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$172.45 - $191.88 $593,055 - $659,875
-3,439 Reduced 4.39%
74,902 $14.4 Million
Q4 2023

Feb 02, 2024
BUY
$149.18 - $181.94 $768,127 - $936,809
5,149 Added 7.03%
78,341 $14.1 Million
Q3 2023

Nov 08, 2023
SELL
$157.33 - $174.39 $1.13 Million - $1.26 Million
-7,199 Reduced 8.95%
73,192 $11.7 Million
Q2 2023

Aug 03, 2023
BUY
$150.74 - $165.4 $869,317 - $953,861
5,767 Added 7.73%
80,391 $13.3 Million
Q1 2023

Aug 22, 2023
SELL
$150.22 - $177.69 $598,176 - $707,561
-3,982 Reduced 4.95%
76,409 $12.1 Million
Q1 2023

Jun 14, 2023
SELL
$150.22 - $177.69 $268,142 - $317,176
-1,785 Reduced 2.34%
74,624 $11.8 Million
Q1 2023

May 10, 2023
BUY
$150.22 - $177.69 $266,189 - $314,866
1,772 Added 2.37%
76,409 $12.1 Million
Q4 2022

Aug 30, 2023
SELL
$156.49 - $169.54 $902,477 - $977,737
-5,767 Reduced 7.17%
74,624 $11.9 Million
Q4 2022

Feb 13, 2023
BUY
$156.49 - $169.54 $1.17 Million - $1.27 Million
7,495 Added 11.16%
74,637 $11.9 Million
Q3 2022

Feb 13, 2023
SELL
N/A
-489 Reduced 0.72%
67,142 $0
Q3 2022

Nov 14, 2022
BUY
N/A
17,424 Added 34.7%
67,631 $9.98 Million
Q2 2022

Aug 15, 2022
SELL
N/A
-9,462 Reduced 15.86%
50,207 $7.52 Million
Q1 2022

May 16, 2022
BUY
N/A
59,669 New
59,669 $10.5 Million

Others Institutions Holding VBR

# of Institutions
1,449
Shares Held
89M
Call Options Held
62.7K
Put Options Held
18.5K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

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