Atria Wealth Solutions, Inc. Vanguard Consumer Discretionar Transaction History

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

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 19,906 shares of VCR stock, worth $7.08 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

19,906

Previous 37,147 46.41%

Holding current value

$7.08 Million

Previous $13.9 Million 53.54%

% of portfolio

0.08%

Previous 0.16%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$318.51 - $391.75 $5.49 Million - $6.75 Million	-17,241 Reduced 46.41%	19,906 $6.48 Million
Q4 2024 Jan 31, 2025	SELL	$328.51 - $401.37 $371,544 - $453,949	-1,131 Reduced 2.95%	37,147 $13.9 Million
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

553

Shares Held

7.82M

Call Options Held

25.4K

Put Options Held

13.9K

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About VANGUARD CONSUMER DISCRETIONAR

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Atria Wealth Solutions, Inc. Vanguard Consumer Discretionar Transaction History