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

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

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 102,948 shares of VGIT stock, worth $6.1 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

102,948

Previous 79,516 29.47%

Holding current value

$6.1 Million

Previous $4.61 Million 32.62%

% of portfolio

0.08%

Previous 0.05%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$57.44 - $59.4 $1.35 Million - $1.39 Million	23,432 Added 29.47%	102,948 $6.12 Million
Q4 2024 Jan 31, 2025	SELL	$57.78 - $60.4 $639,740 - $668,748	-11,072 Reduced 12.22%	79,516 $4.61 Million
Q3 2024 Nov 08, 2024	SELL	$57.8 - $60.8 $15,201 - $15,990	-263 Reduced 0.29%	90,588 $5.47 Million
Q2 2024 Jul 22, 2024	BUY	$57.14 - $58.53 $427,921 - $438,331	7,489 Added 8.98%	90,851 $5.29 Million
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	$57.14 - $59.67 $1.62 Million - $1.69 Million	-28,378 Reduced 32.8%	58,147 $3.4 Million
Q4 2022 Feb 13, 2023	BUY	$57.14 - $59.67 $355,353 - $371,087	6,219 Added 11.98%	58,147 $3.4 Million
Q3 2022 Nov 14, 2022	BUY	$57.73 - $62.32 $1.33 Million - $1.44 Million	23,119 Added 80.25%	51,928 $3.03 Million
Q2 2022 Aug 15, 2022	SELL	$59.34 - $62.5 $445,821 - $469,562	-7,513 Reduced 20.68%	28,809 $1.76 Million
Q1 2022 May 16, 2022	BUY	$62.43 - $66.15 $2.27 Million - $2.4 Million	36,322 New	36,322 $2.29 Million

Others Institutions Holding VGIT

# of Institutions

878

Shares Held

399M

Call Options Held

8.8K

Put Options Held

13.9K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

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