Atria Wealth Solutions, Inc. Vanguard Mid Cap Value Index F Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 27,733 shares of VOE stock, worth $4.86 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

27,733

Previous 27,846 0.41%

Holding current value

$4.86 Million

Previous $4.47 Million 2.01%

% of portfolio

0.11%

Previous 0.06%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$141.87 - $164.49 $16,031 - $18,587	-113 Reduced 0.41%	27,733 $4.56 Million
Q1 2025 May 09, 2025	SELL	$156.61 - $168.02 $1.48 Million - $1.58 Million	-9,420 Reduced 25.28%	27,846 $4.47 Million
Q4 2024 Jan 31, 2025	BUY	$160.89 - $176.18 $1.29 Million - $1.41 Million	8,012 Added 27.39%	37,266 $6.03 Million
Q3 2024 Nov 08, 2024	SELL	$149.02 - $167.67 $872,661 - $981,875	-5,856 Reduced 16.68%	29,254 $4.91 Million
Q2 2024 Jul 22, 2024	BUY	$146.82 - $155.77 $118,483 - $125,706	807 Added 2.35%	35,110 $5.28 Million
Q1 2024 May 13, 2024	BUY	$141.07 - $155.91 $147,277 - $162,770	1,044 Added 3.14%	34,303 $5.35 Million
Q4 2023 Feb 02, 2024	BUY	$124.27 - $145.8 $24,978 - $29,305	201 Added 0.61%	33,259 $4.82 Million
Q3 2023 Nov 08, 2023	SELL	$130.77 - $144.24 $644,565 - $710,958	-4,929 Reduced 12.98%	33,058 $4.33 Million
Q2 2023 Aug 03, 2023	BUY	$127.92 - $138.38 $42,213 - $45,665	330 Added 0.88%	37,987 $5.26 Million
Q1 2023 Aug 22, 2023	BUY	$126.74 - $147.12 $479,203 - $556,260	3,781 Added 9.95%	41,768 $5.6 Million
Q1 2023 Jun 14, 2023	SELL	$126.74 - $147.12 $521,028 - $604,810	-4,111 Reduced 9.84%	37,657 $5.05 Million
Q1 2023 May 10, 2023	BUY	$126.74 - $147.12 $521,028 - $604,810	4,111 Added 10.92%	41,768 $5.6 Million
Q4 2022 Aug 30, 2023	SELL	$122.51 - $142.75 $40,428 - $47,107	-330 Reduced 0.87%	37,657 $5.09 Million
Q4 2022 Feb 13, 2023	BUY	$122.51 - $142.75 $545,782 - $635,951	4,455 Added 13.42%	37,657 $5.09 Million
Q3 2022 Feb 13, 2023	SELL	$121.77 - $145.8 $256,204 - $306,763	-2,104 Reduced 5.96%	33,202 $0
Q3 2022 Nov 14, 2022	BUY	$121.77 - $145.8 $30,320 - $36,304	249 Added 0.71%	35,306 $4.36 Million
Q2 2022 Aug 15, 2022	BUY	$126.2 - $153.17 $665,705 - $807,971	5,275 Added 17.71%	35,057 $4.54 Million
Q1 2022 May 16, 2022	BUY	$140.72 - $152.6 $4.19 Million - $4.54 Million	29,782 New	29,782 $4.46 Million

Others Institutions Holding VOE

# of Institutions

1,245

Shares Held

70.7M

Call Options Held

39.3K

Put Options Held

9.6K

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About VANGUARD MID-CAP VALUE INDEX F

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Atria Wealth Solutions, Inc. Vanguard Mid Cap Value Index F Transaction History