Atria Wealth Solutions, Inc. Vanguard Utilities ETF Transaction History

Atria Wealth Solutions, Inc.

$8.79 Billion
Q2 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 103,684 shares of VPU stock, worth $18 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

103,684

Previous 103,732 0.05%

Holding current value

$18 Million

Previous $14.8 Million 3.69%

% of portfolio

0.17%

Previous 0.17%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 22, 2024	SELL	$136.04 - $157.94 $6,529 - $7,581	-48 Reduced 0.05%	103,684 $15.3 Million
Q1 2024 May 13, 2024	BUY	$129.56 - $142.58 $7.92 Million - $8.72 Million	61,165 Added 143.69%	103,732 $14.8 Million
Q4 2023 Feb 02, 2024	SELL	$121.65 - $142.23 $4.86 Million - $5.69 Million	-39,979 Reduced 48.43%	42,567 $5.83 Million
Q3 2023 Nov 08, 2023	BUY	$127.23 - $148.54 $5.18 Million - $6.05 Million	40,731 Added 97.41%	82,546 $10.5 Million
Q2 2023 Aug 03, 2023	SELL	$140.07 - $152.05 $782,150 - $849,047	-5,584 Reduced 11.78%	41,815 $5.94 Million
Q1 2023 Aug 22, 2023	BUY	$139.89 - $156.95 $70,364 - $78,945	503 Added 1.2%	42,318 $6.24 Million
Q1 2023 Jun 14, 2023	BUY	$139.89 - $156.95 $710,781 - $797,462	5,081 Added 12.01%	47,399 $6.99 Million
Q1 2023 May 10, 2023	SELL	$139.89 - $156.95 $728,826 - $817,709	-5,210 Reduced 10.96%	42,318 $6.24 Million
Q4 2022 Aug 30, 2023	BUY	$134.2 - $158.16 $749,372 - $883,165	5,584 Added 13.35%	47,399 $7.27 Million
Q4 2022 Feb 13, 2023	SELL	$134.2 - $158.16 $86,022 - $101,380	-641 Reduced 1.33%	47,528 $7.29 Million
Q3 2022 Feb 13, 2023	SELL	$142.26 - $169.41 $957,125 - $1.14 Million	-6,728 Reduced 12.26%	48,169 $0
Q3 2022 Nov 14, 2022	BUY	$142.26 - $169.41 $3 Million - $3.57 Million	21,088 Added 62.37%	54,897 $7.93 Million
Q2 2022 Aug 15, 2022	SELL	$141.44 - $166.95 $6.05 Million - $7.14 Million	-42,758 Reduced 55.84%	33,809 $5.15 Million
Q1 2022 May 16, 2022	BUY	$141.64 - $162.04 $10.8 Million - $12.4 Million	76,567 New	76,567 $12.4 Million

Others Institutions Holding VPU

# of Institutions

548

Shares Held

12.6M

Call Options Held

37.4K

Put Options Held

9.9K

View Full List

About VANGUARD UTILITIES ETF

Ticker VPU
Sector ETFs
Industry ETFs

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Atria Wealth Solutions, Inc. Vanguard Utilities ETF Transaction History