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

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 8,508 shares of VOT stock, worth $2.32 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

8,508

Previous 12,447 31.65%

Holding current value

$2.32 Million

Previous $2.86 Million 27.51%

% of portfolio

0.02%

Previous 0.03%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$218.05 - $243.47 $858,898 - $959,028	-3,939 Reduced 31.65%	8,508 $2.07 Million
Q2 2024 Jul 22, 2024	SELL	$218.75 - $234.97 $64,093 - $68,846	-293 Reduced 2.3%	12,447 $2.86 Million
Q1 2024 May 13, 2024	BUY	$212.21 - $235.79 $112,895 - $125,440	532 Added 4.36%	12,740 $3 Million
Q4 2023 Feb 02, 2024	SELL	$180.9 - $221.2 $4,522 - $5,530	-25 Reduced 0.2%	12,208 $2.68 Million
Q3 2023 Nov 08, 2023	SELL	$191.65 - $213.93 $356,469 - $397,909	-1,860 Reduced 13.2%	12,233 $2.38 Million
Q2 2023 Aug 03, 2023	BUY	$186.22 - $205.77 $146,182 - $161,529	785 Added 5.9%	14,093 $2.9 Million
Q1 2023 Aug 22, 2023	SELL	$177.43 - $203.61 $25,195 - $28,912	-142 Reduced 1.01%	13,951 $2.72 Million
Q1 2023 Jun 14, 2023	SELL	$177.43 - $203.61 $114,087 - $130,921	-643 Reduced 4.61%	13,308 $2.59 Million
Q1 2023 May 10, 2023	BUY	$177.43 - $203.61 $101,489 - $116,464	572 Added 4.28%	13,951 $2.72 Million
Q4 2022 Aug 30, 2023	SELL	$165.84 - $193.83 $130,184 - $152,156	-785 Reduced 5.57%	13,308 $2.39 Million
Q4 2022 Feb 13, 2023	BUY	$165.84 - $193.83 $158,377 - $185,107	955 Added 7.69%	13,379 $2.41 Million
Q3 2022 Feb 13, 2023	SELL	$170.12 - $208.72 $259,603 - $318,506	-1,526 Reduced 10.94%	12,424 $0
Q3 2022 Nov 14, 2022	BUY	$170.12 - $208.72 $1.43 Million - $1.75 Million	8,394 Added 151.08%	13,950 $2.39 Million
Q2 2022 Aug 15, 2022	SELL	$167.96 - $227.2 $549,733 - $743,625	-3,273 Reduced 37.07%	5,556 $974,000
Q1 2022 May 16, 2022	BUY	$199.76 - $251.37 $1.76 Million - $2.22 Million	8,829 New	8,829 $1.97 Million

Others Institutions Holding VOT

# of Institutions

990

Shares Held

38.1M

Call Options Held

26.7K

Put Options Held

5.6K

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About VANGUARD MID-CAP GROWTH INDEX

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