Atria Wealth Solutions, Inc. Vanguard Financial ETF Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 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 70,760 shares of VFH stock, worth $9.28 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

70,760

Previous 94,294 24.96%

Holding current value

$9.28 Million

Previous $11.3 Million 20.04%

% of portfolio

0.22%

Previous 0.14%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$104.87 - $127.3 $2.47 Million - $3 Million	-23,534 Reduced 24.96%	70,760 $9.01 Million
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

790

Shares Held

55.7M

Call Options Held

81.7K

Put Options Held

3.9K

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About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

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Atria Wealth Solutions, Inc. Vanguard Financial ETF Transaction History