Atria Wealth Solutions, Inc. Vanguard Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Vanguard stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 29,716 shares of VGSH stock, worth $1.75 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

29,716

Previous 94,973 68.71%

Holding current value

$1.75 Million

Previous $5.57 Million 68.67%

% of portfolio

0.04%

Previous 0.07%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$58.32 - $58.95 $3.81 Million - $3.85 Million	-65,257 Reduced 68.71%	29,716 $1.75 Million
Q1 2025 May 09, 2025	SELL	$58.07 - $58.69 $5.08 Million - $5.14 Million	-87,539 Reduced 47.96%	94,973 $5.57 Million
Q4 2024 Jan 31, 2025	SELL	$58.02 - $58.88 $791,856 - $803,594	-13,648 Reduced 6.96%	182,512 $10.6 Million
Q3 2024 Nov 08, 2024	SELL	$57.74 - $59.13 $659,968 - $675,855	-11,430 Reduced 5.51%	196,160 $11.6 Million
Q2 2024 Jul 22, 2024	BUY	$57.55 - $58.0 $779,284 - $785,378	13,541 Added 6.98%	207,590 $12 Million
Q1 2024 May 13, 2024	BUY	$57.88 - $58.54 $344,328 - $348,254	5,949 Added 3.16%	194,049 $11.3 Million
Q4 2023 Feb 02, 2024	SELL	$57.34 - $58.41 $1.43 Million - $1.46 Million	-24,990 Reduced 11.73%	188,100 $11 Million
Q3 2023 Nov 08, 2023	BUY	$57.47 - $57.91 $1.27 Million - $1.28 Million	22,165 Added 11.61%	213,090 $12.3 Million
Q2 2023 Aug 03, 2023	BUY	$57.72 - $58.69 $4.32 Million - $4.39 Million	74,860 Added 64.5%	190,925 $11 Million
Q1 2023 Aug 22, 2023	BUY	$57.32 - $58.77 $1.28 Million - $1.32 Million	22,381 Added 11.72%	213,306 $12.5 Million
Q1 2023 Jun 14, 2023	SELL	$57.32 - $58.77 $5.57 Million - $5.71 Million	-97,241 Reduced 45.59%	116,065 $6.79 Million
Q1 2023 May 10, 2023	BUY	$57.32 - $58.77 $5.45 Million - $5.59 Million	95,146 Added 80.52%	213,306 $12.5 Million
Q4 2022 Aug 30, 2023	SELL	$57.38 - $58.13 $4.3 Million - $4.35 Million	-74,860 Reduced 39.21%	116,065 $6.71 Million
Q4 2022 Feb 13, 2023	SELL	$57.38 - $58.13 $2.39 Million - $2.42 Million	-41,567 Reduced 26.02%	118,160 $6.83 Million
Q3 2022 Feb 13, 2023	SELL	$57.67 - $59.08 $83,506 - $85,547	-1,448 Reduced 0.9%	159,727 $0
Q3 2022 Nov 14, 2022	BUY	$57.67 - $59.08 $3.05 Million - $3.12 Million	52,840 Added 48.77%	161,175 $9.34 Million
Q2 2022 Aug 15, 2022	BUY	$58.29 - $59.37 $1.21 Million - $1.24 Million	20,828 Added 23.8%	108,335 $6.38 Million
Q1 2022 May 16, 2022	BUY	$59.19 - $60.79 $5.18 Million - $5.32 Million	87,507 New	87,507 $5.19 Million

Others Institutions Holding VGSH

# of Institutions

1,050

Shares Held

285M

Call Options Held

Put Options Held

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Atria Wealth Solutions, Inc. Vanguard Transaction History