Atria Wealth Solutions, Inc. Vanguard Specialized Funds Van Transaction History

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 263,278 shares of VNQ stock, worth $23.2 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

263,278

Previous 378,468 30.44%

Holding current value

$23.2 Million

Previous $33.7 Million 29.29%

% of portfolio

0.3%

Previous 0.39%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$85.55 - $94.34 $9.85 Million - $10.9 Million	-115,190 Reduced 30.44%	263,278 $23.8 Million
Q4 2024 Jan 31, 2025	BUY	$87.85 - $98.6 $9.33 Million - $10.5 Million	106,219 Added 39.02%	378,468 $33.7 Million
Q3 2024 Nov 08, 2024	SELL	$82.97 - $98.97 $297,364 - $354,708	-3,584 Reduced 1.3%	272,249 $26.5 Million
Q2 2024 Jul 22, 2024	SELL	$78.61 - $85.97 $1.19 Million - $1.3 Million	-15,149 Reduced 5.21%	275,833 $23.1 Million
Q1 2024 May 13, 2024	BUY	$82.58 - $89.12 $4.78 Million - $5.16 Million	57,893 Added 24.84%	290,982 $25.2 Million
Q4 2023 Feb 02, 2024	SELL	$71.05 - $89.54 $142,384 - $179,438	-2,004 Reduced 0.85%	233,089 $20.6 Million
Q3 2023 Nov 08, 2023	BUY	$75.44 - $86.89 $5.44 Million - $6.26 Million	72,086 Added 44.22%	235,093 $17.8 Million
Q2 2023 Aug 03, 2023	BUY	$78.4 - $83.98 $1.68 Million - $1.8 Million	21,427 Added 15.13%	163,007 $13.6 Million
Q1 2023 Aug 22, 2023	SELL	$77.59 - $93.7 $334,257 - $403,659	-4,308 Reduced 2.64%	158,699 $13.2 Million
Q1 2023 Jun 14, 2023	SELL	$77.59 - $93.7 $1.33 Million - $1.6 Million	-17,119 Reduced 10.79%	141,580 $11.8 Million
Q1 2023 May 10, 2023	BUY	$77.59 - $93.7 $1.33 Million - $1.6 Million	17,105 Added 12.08%	158,699 $13.2 Million
Q4 2022 Aug 30, 2023	SELL	$76.14 - $88.09 $1.63 Million - $1.89 Million	-21,427 Reduced 13.14%	141,580 $11.7 Million
Q4 2022 Feb 13, 2023	SELL	$76.14 - $88.09 $500,392 - $578,927	-6,572 Reduced 4.44%	141,594 $11.7 Million
Q3 2022 Feb 13, 2023	SELL	$79.28 - $102.13 $836,483 - $1.08 Million	-10,551 Reduced 6.65%	148,166 $0
Q3 2022 Nov 14, 2022	BUY	$79.28 - $102.13 $484,480 - $624,116	6,111 Added 4.0%	158,717 $13.1 Million
Q2 2022 Aug 15, 2022	SELL	$87.04 - $112.5 $3.53 Million - $4.56 Million	-40,501 Reduced 20.97%	152,606 $13.9 Million
Q1 2022 May 16, 2022	BUY	$99.96 - $115.1 $19.3 Million - $22.2 Million	193,107 New	193,107 $20.9 Million

Others Institutions Holding VNQ

# of Institutions

1,932

Shares Held

234M

Call Options Held

1.45M

Put Options Held

1.28M

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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Atria Wealth Solutions, Inc. Vanguard Specialized Funds Van Transaction History