Atria Wealth Solutions, Inc. Vanguard Mid Cap ETF Transaction History

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 61,831 shares of VO stock, worth $16.7 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

61,831

Previous 85,048 27.3%

Holding current value

$16.7 Million

Previous $22.5 Million 28.82%

% of portfolio

0.2%

Previous 0.26%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$251.87 - $277.95 $5.85 Million - $6.45 Million	-23,217 Reduced 27.3%	61,831 $16 Million
Q4 2024 Jan 31, 2025	SELL	$261.5 - $284.63 $1.71 Million - $1.86 Million	-6,525 Reduced 7.13%	85,048 $22.5 Million
Q3 2024 Nov 08, 2024	SELL	$237.84 - $263.83 $366,749 - $406,825	-1,542 Reduced 1.66%	91,573 $24.2 Million
Q2 2024 Jul 22, 2024	SELL	$234.99 - $248.98 $5.51 Million - $5.84 Million	-23,457 Reduced 20.12%	93,115 $22.5 Million
Q1 2024 May 13, 2024	BUY	$225.86 - $249.86 $798,866 - $883,754	3,537 Added 3.13%	116,572 $29.1 Million
Q4 2023 Feb 02, 2024	BUY	$195.66 - $233.95 $716,702 - $856,958	3,663 Added 3.35%	113,035 $26.3 Million
Q3 2023 Nov 08, 2023	BUY	$206.6 - $228.23 $731,364 - $807,934	3,540 Added 3.34%	109,372 $22.8 Million
Q2 2023 Aug 03, 2023	BUY	$203.43 - $220.16 $2.37 Million - $2.56 Million	11,636 Added 12.35%	105,832 $23.3 Million
Q1 2023 Aug 22, 2023	SELL	$200.2 - $225.98 $853,452 - $963,352	-4,263 Reduced 4.03%	101,569 $21.4 Million
Q1 2023 Jun 14, 2023	SELL	$200.2 - $225.98 $1.48 Million - $1.67 Million	-7,373 Reduced 7.26%	94,196 $19.9 Million
Q1 2023 May 10, 2023	BUY	$200.2 - $225.98 $1.45 Million - $1.64 Million	7,258 Added 7.7%	101,569 $21.4 Million
Q4 2022 Aug 30, 2023	SELL	$186.57 - $217.26 $2.17 Million - $2.53 Million	-11,636 Reduced 10.99%	94,196 $19.2 Million
Q4 2022 Feb 13, 2023	BUY	$186.57 - $217.26 $2.68 Million - $3.12 Million	14,348 Added 17.94%	94,311 $19.2 Million
Q3 2022 Feb 13, 2023	SELL	$187.98 - $227.42 $1.3 Million - $1.58 Million	-6,926 Reduced 7.97%	79,963 $0
Q3 2022 Nov 14, 2022	BUY	$187.98 - $227.42 $1.65 Million - $1.99 Million	8,762 Added 11.22%	86,889 $16.6 Million
Q2 2022 Aug 15, 2022	SELL	$190.36 - $240.41 $6.39 Million - $8.07 Million	-33,567 Reduced 30.05%	78,127 $15.4 Million
Q1 2022 May 16, 2022	BUY	$219.86 - $253.39 $24.6 Million - $28.3 Million	111,694 New	111,694 $26.6 Million

Others Institutions Holding VO

# of Institutions

2,350

Shares Held

196M

Call Options Held

69.3K

Put Options Held

25.1K

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About VANGUARD MID-CAP ETF

Ticker VO
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Atria Wealth Solutions, Inc. Vanguard Mid Cap ETF Transaction History