Atria Wealth Solutions, Inc. Vanguard Intermediate Term Tre Transaction History

Atria Wealth Solutions, Inc.

$8.63 Billion
Q1 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 83,362 shares of VGIT stock, worth $4.87 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

83,362

Previous 68,054 22.49%

Holding current value

$4.87 Million

Previous $4.04 Million 20.91%

% of portfolio

0.06%

Previous 0.05%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$58.07 - $59.52 $888,935 - $911,132	15,308 Added 22.49%	83,362 $4.88 Million
Q4 2023 Feb 02, 2024	SELL	$56.15 - $59.51 $891,381 - $944,721	-15,875 Reduced 18.91%	68,054 $4.04 Million
Q3 2023 Nov 08, 2023	SELL	$56.93 - $59.05 $147,790 - $153,293	-2,596 Reduced 3.0%	83,929 $4.8 Million
Q2 2023 Aug 03, 2023	BUY	$58.61 - $60.65 $1.66 Million - $1.72 Million	28,378 Added 48.8%	86,525 $5.08 Million
Q1 2023 Aug 22, 2023	SELL	$57.72 - $60.39 $1.52 Million - $1.59 Million	-26,308 Reduced 30.41%	60,217 $3.61 Million

Q1 2023 Jun 14, 2023	SELL	$57.72 - $60.39 $119,480 - $125,007	-2,070 Reduced 3.44%	58,147 $3.49 Million
Q1 2023 May 10, 2023	BUY	$57.72 - $60.39 $119,480 - $125,007	2,070 Added 3.56%	60,217 $3.61 Million
Q4 2022 Aug 30, 2023	SELL	$57.26 - $59.67 $1.62 Million - $1.69 Million	-28,378 Reduced 32.8%	58,147 $3.4 Million
Q4 2022 Feb 13, 2023	BUY	$57.26 - $59.67 $356,099 - $371,087	6,219 Added 11.98%	58,147 $3.4 Million
Q3 2022 Nov 14, 2022	BUY	N/A	23,119 Added 80.25%	51,928 $3.03 Million
Q2 2022 Aug 15, 2022	SELL	N/A	-7,513 Reduced 20.68%	28,809 $1.76 Million
Q1 2022 May 16, 2022	BUY	N/A	36,322 New	36,322 $2.29 Million

Others Institutions Holding VGIT

# of Institutions

695

Shares Held

333M

Call Options Held

19.2K

Put Options Held

17.5K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
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Atria Wealth Solutions, Inc. Vanguard Intermediate Term Tre Transaction History