Atria Wealth Solutions, Inc. Vanguard S&P Small Cap 600 Val Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	SELL	$82.31 - $88.42 $55,394 - $59,506	-673 Reduced 22.87%	2,270 $200,000
Q4 2023 Feb 02, 2024	SELL	$70.88 - $89.92 $33,597 - $42,622	-474 Reduced 13.87%	2,943 $260,000
Q3 2023 Nov 08, 2023	BUY	$76.16 - $87.03 $1,370 - $1,566	18 Added 0.53%	3,417 $263,000
Q2 2023 Aug 03, 2023	BUY	$75.67 - $82.89 $29,208 - $31,995	386 Added 12.81%	3,399 $279,000
Q1 2023 Aug 22, 2023	BUY	$76.95 - $184.17 $189,681 - $453,979	2,465 Added 72.52%	5,864 $473,000
Q1 2023 Jun 14, 2023	SELL	$76.95 - $184.17 $219,384 - $525,068	-2,851 Reduced 48.62%	3,013 $243,000
Q1 2023 May 10, 2023	BUY	$76.95 - $184.17 $219,384 - $525,068	2,851 Added 94.62%	5,864 $473,000
Q4 2022 Aug 30, 2023	SELL	$73.18 - $169.88 $28,247 - $65,573	-386 Reduced 11.36%	3,013 $473,000
Q4 2022 Feb 13, 2023	SELL	$73.18 - $169.88 $27,296 - $63,365	-373 Reduced 11.02%	3,013 $473,000
Q3 2022 Nov 14, 2022	BUY	$71.39 - $87.62 $13,921 - $17,085	195 Added 6.11%	3,386 $486,000
Q2 2022 Aug 15, 2022	BUY	$74.83 - $89.39 $5,163 - $6,167	69 Added 2.21%	3,191 $491,000
Q1 2022 May 16, 2022	BUY	$83.93 - $92.65 $262,029 - $289,253	3,122 New	3,122 $553,000

Others Institutions Holding VIOV

# of Institutions

185

Shares Held

6.3M

Call Options Held

0

Put Options Held

0

About VANGUARD S&P SMALL CAP 600 VAL

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