Atria Wealth Solutions, Inc. Vanguard Financial ETF Transaction History

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Vanguard Financial ETF stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 94,294 shares of VFH stock, worth $11.6 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

94,294

Previous 119,323 20.98%

Holding current value

$11.6 Million

Previous $14.1 Million 20.04%

% of portfolio

0.14%

Previous 0.16%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$114.07 - $127.34 $2.86 Million - $3.19 Million	-25,029 Reduced 20.98%	94,294 $11.3 Million
Q4 2024 Jan 31, 2025	SELL	$108.87 - $126.2 $79,801 - $92,504	-733 Reduced 0.61%	119,323 $14.1 Million
Q3 2024 Nov 08, 2024	SELL	$99.27 - $111.21 $778,078 - $871,663	-7,838 Reduced 6.13%	120,056 $13.2 Million
Q2 2024 Jul 22, 2024	SELL	$95.9 - $103.0 $1.15 Million - $1.23 Million	-11,944 Reduced 8.54%	127,894 $12.8 Million
Q1 2024 May 13, 2024	BUY	$90.62 - $102.39 $4.45 Million - $5.03 Million	49,152 Added 54.2%	139,838 $14.3 Million
Q4 2023 Feb 02, 2024	SELL	$75.97 - $92.67 $3.77 Million - $4.6 Million	-49,677 Reduced 35.39%	90,686 $8.37 Million
Q3 2023 Nov 08, 2023	BUY	$80.32 - $86.71 $8 Million - $8.64 Million	99,635 Added 244.64%	140,363 $11.3 Million
Q2 2023 Aug 03, 2023	SELL	$74.65 - $81.49 $2.69 Million - $2.94 Million	-36,075 Reduced 46.97%	40,728 $3.31 Million
Q1 2023 Aug 22, 2023	BUY	$74.95 - $90.64 $529,671 - $640,552	7,067 Added 17.35%	47,795 $3.72 Million
Q1 2023 Jun 14, 2023	BUY	$74.95 - $90.64 $2.17 Million - $2.63 Million	29,008 Added 60.69%	76,803 $5.98 Million
Q1 2023 May 10, 2023	SELL	$74.95 - $90.64 $2.17 Million - $2.63 Million	-29,008 Reduced 37.77%	47,795 $3.72 Million
Q4 2022 Aug 30, 2023	BUY	$74.7 - $88.6 $2.69 Million - $3.2 Million	36,075 Added 88.58%	76,803 $6.35 Million
Q4 2022 Feb 13, 2023	BUY	$74.7 - $88.6 $2.07 Million - $2.46 Million	27,737 Added 56.53%	76,803 $6.35 Million
Q3 2022 Feb 13, 2023	SELL	$74.44 - $88.21 $200,541 - $237,637	-2,694 Reduced 5.2%	49,066 $0
Q3 2022 Nov 14, 2022	BUY	$74.44 - $88.21 $254,138 - $301,148	3,414 Added 7.06%	51,760 $3.88 Million
Q2 2022 Aug 15, 2022	SELL	$75.42 - $93.29 $3.37 Million - $4.17 Million	-44,656 Reduced 48.02%	48,346 $3.73 Million
Q1 2022 May 16, 2022	BUY	$87.26 - $101.75 $8.12 Million - $9.46 Million	93,002 New	93,002 $8.69 Million

Others Institutions Holding VFH

# of Institutions

779

Shares Held

54.1M

Call Options Held

87.9K

Put Options Held

43.3K

View Full List

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

More about VFH

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 Financial ETF Transaction History