Atria Wealth Solutions, Inc. Vanguard Dividend Appreciation Transaction History

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 340,714 shares of VIG stock, worth $62.1 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares

340,714

Previous 354,077 3.77%

Holding current value

$62.1 Million

Previous $64.5 Million 3.77%

% of portfolio

0.79%

Previous 0.74%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	N/A	-13,363 Reduced 3.77%	340,714 $62.1 Million
Q4 2024 Jan 31, 2025	SELL	N/A	-28,254 Reduced 7.39%	354,077 $64.5 Million
Q3 2024 Nov 08, 2024	SELL	$182.15 - $182.15 $4.92 Million - $4.92 Million	-27,036 Reduced 6.6%	382,331 $69.6 Million
Q2 2024 Jul 22, 2024	SELL	$173.33 - $185.29 $1.52 Million - $1.62 Million	-8,764 Reduced 2.1%	409,367 $74.7 Million
Q1 2024 May 13, 2024	BUY	$168.47 - $182.98 $4.95 Million - $5.38 Million	29,388 Added 7.56%	418,131 $76.4 Million
Q4 2023 Feb 02, 2024	BUY	$150.16 - $171.16 $2.13 Million - $2.42 Million	14,159 Added 3.78%	388,743 $66.2 Million
Q3 2023 Nov 08, 2023	BUY	$155.38 - $166.95 $345,098 - $370,795	2,221 Added 0.6%	374,584 $58.2 Million
Q2 2023 Aug 03, 2023	SELL	$152.74 - $162.43 $5.61 Million - $5.96 Million	-36,722 Reduced 8.98%	372,363 $60.5 Million
Q1 2023 Aug 22, 2023	BUY	$147.24 - $158.33 $3.67 Million - $3.95 Million	24,919 Added 6.69%	397,282 $61.2 Million
Q1 2023 Jun 14, 2023	BUY	$147.24 - $158.33 $1.74 Million - $1.87 Million	11,803 Added 2.97%	409,085 $63 Million
Q1 2023 May 10, 2023	SELL	$147.24 - $158.33 $1.81 Million - $1.95 Million	-12,307 Reduced 3.0%	397,282 $61.2 Million
Q4 2022 Aug 30, 2023	BUY	$144.84 - $158.71 $5.32 Million - $5.83 Million	36,722 Added 9.86%	409,085 $62.1 Million
Q4 2022 Feb 13, 2023	BUY	$144.84 - $158.71 $4.46 Million - $4.88 Million	30,768 Added 8.12%	409,589 $62.2 Million
Q3 2022 Feb 13, 2023	SELL	N/A	-15,506 Reduced 3.93%	378,821 $0
Q3 2022 Nov 14, 2022	BUY	N/A	72,082 Added 22.37%	394,327 $54 Million
Q2 2022 Aug 15, 2022	SELL	N/A	-2,328 Reduced 0.72%	322,245 $46.2 Million
Q1 2022 May 16, 2022	BUY	N/A	324,573 New	324,573 $52.6 Million

Others Institutions Holding VIG

# of Institutions

2,539

Shares Held

218M

Call Options Held

615K

Put Options Held

128K

View Full List

About VANGUARD DIVIDEND APPRECIATION

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Atria Wealth Solutions, Inc. Vanguard Dividend Appreciation Transaction History