Atria Wealth Solutions, Inc. Vanguard Consumer Discretionar Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Vanguard Consumer Discretionar stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 38,278 shares of VCR stock, worth $13.8 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

38,278

Previous 40,256 4.91%

Holding current value

$13.8 Million

Previous $12.6 Million 3.65%

% of portfolio

0.15%

Previous 0.14%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$291.88 - $341.94 $577,338 - $676,357	-1,978 Reduced 4.91%	38,278 $13 Million
Q2 2024 Jul 22, 2024	SELL	$292.03 - $315.87 $334,666 - $361,987	-1,146 Reduced 2.77%	40,256 $12.6 Million
Q1 2024 May 13, 2024	BUY	$292.25 - $318.12 $5.11 Million - $5.56 Million	17,477 Added 73.05%	41,402 $13.2 Million
Q4 2023 Feb 02, 2024	SELL	$247.89 - $308.23 $4.49 Million - $5.58 Million	-18,118 Reduced 43.09%	23,925 $7.29 Million
Q3 2023 Nov 08, 2023	BUY	$265.85 - $296.58 $5.22 Million - $5.83 Million	19,642 Added 87.68%	42,043 $11.3 Million
Q2 2023 Aug 03, 2023	BUY	$243.5 - $283.2 $3.05 Million - $3.55 Million	12,545 Added 127.28%	22,401 $6.34 Million
Q1 2023 Aug 22, 2023	SELL	$217.79 - $265.16 $221,492 - $269,667	-1,017 Reduced 4.54%	21,384 $5.4 Million
Q1 2023 Jun 14, 2023	SELL	$217.79 - $265.16 $2.51 Million - $3.06 Million	-11,528 Reduced 53.91%	9,856 $2.49 Million
Q1 2023 May 10, 2023	BUY	$217.79 - $265.16 $2.51 Million - $3.06 Million	11,528 Added 116.96%	21,384 $5.4 Million
Q4 2022 Aug 30, 2023	SELL	$213.95 - $246.49 $2.68 Million - $3.09 Million	-12,545 Reduced 56.0%	9,856 $2.16 Million
Q4 2022 Feb 13, 2023	SELL	$213.95 - $246.49 $21,395 - $24,649	-100 Reduced 1.0%	9,856 $2.16 Million
Q3 2022 Feb 13, 2023	SELL	$231.64 - $287.67 $465,364 - $577,929	-2,009 Reduced 16.79%	9,956 $0
Q3 2022 Nov 14, 2022	BUY	$231.64 - $287.67 $471,155 - $585,120	2,034 Added 20.48%	11,965 $2.81 Million
Q2 2022 Aug 15, 2022	SELL	$222.74 - $312.09 $3.27 Million - $4.58 Million	-14,669 Reduced 59.63%	9,931 $2.26 Million
Q1 2022 May 16, 2022	BUY	$271.48 - $348.23 $6.68 Million - $8.57 Million	24,600 New	24,600 $7.51 Million

Others Institutions Holding VCR

# of Institutions

512

Shares Held

14.4M

Call Options Held

9.5K

Put Options Held

6.3K

View Full List

About VANGUARD CONSUMER DISCRETIONAR

Ticker VCR
Sector ETFs
Industry ETFs

More about VCR

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 Consumer Discretionar Transaction History