Atria Wealth Solutions, Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Atria Wealth Solutions, Inc.

$8.63 Billion
Q1 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 283,099 shares of VOO stock, worth $143 Million. This represents 1.58% of its overall portfolio holdings.

Number of Shares

283,099

Previous 273,463 3.52%

Holding current value

$143 Million

Previous $119 Million 13.93%

% of portfolio

1.58%

Previous 1.53%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$429.43 - $481.35 $4.14 Million - $4.64 Million	9,636 Added 3.52%	283,099 $136 Million
Q4 2023 Feb 02, 2024	BUY	$377.32 - $438.19 $3.56 Million - $4.14 Million	9,448 Added 3.58%	273,463 $119 Million
Q3 2023 Nov 08, 2023	BUY	$392.7 - $420.68 $4.97 Million - $5.32 Million	12,650 Added 5.03%	264,015 $104 Million
Q2 2023 Aug 03, 2023	BUY	$371.44 - $407.28 $3.09 Million - $3.39 Million	8,314 Added 3.42%	251,365 $102 Million
Q1 2023 Aug 22, 2023	SELL	$348.66 - $382.94 $7.04 Million - $7.73 Million	-20,195 Reduced 8.03%	231,170 $86.9 Million

Q1 2023 Jun 14, 2023	BUY	$348.66 - $382.94 $4.14 Million - $4.55 Million	11,881 Added 5.14%	243,051 $91.4 Million
Q1 2023 May 10, 2023	SELL	$348.66 - $382.94 $4.22 Million - $4.63 Million	-12,090 Reduced 4.97%	231,170 $86.9 Million
Q4 2022 Aug 30, 2023	SELL	$343.59 - $374.54 $2.86 Million - $3.11 Million	-8,314 Reduced 3.31%	243,051 $85.4 Million
Q4 2022 Feb 13, 2023	BUY	$343.59 - $374.54 $9.37 Million - $10.2 Million	27,284 Added 12.63%	243,260 $85.5 Million
Q3 2022 Feb 13, 2023	SELL	$339.63 - $395.04 $2.39 Million - $2.78 Million	-7,035 Reduced 3.15%	215,976 $73.4 Million
Q3 2022 Nov 14, 2022	BUY	$339.63 - $395.04 $21.8 Million - $25.3 Million	64,138 Added 40.37%	223,011 $74.8 Million
Q2 2022 Aug 15, 2022	SELL	$337.07 - $419.85 $1.87 Million - $2.33 Million	-5,539 Reduced 3.37%	158,873 $55.2 Million
Q1 2022 May 16, 2022	BUY	$382.7 - $439.25 $62.9 Million - $72.2 Million	164,412 New	164,412 $68.3 Million

Others Institutions Holding VOO

# of Institutions

2,884

Shares Held

360M

Call Options Held

2.32M

Put Options Held

2.09M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Account

Atria Wealth Solutions, Inc. Vanguard Index Fds S&P 500 ETF Transaction History