Atria Wealth Solutions, Inc. Vanguard Utilities ETF Transaction History

Atria Wealth Solutions, Inc.

  • $8.74 Billion
  • Q4 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 99,156 shares of VPU stock, worth $16.9 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
99,156
Previous 93,391 6.17%
Holding current value
$16.9 Million
Previous $16.3 Million 0.31%
% of portfolio
0.19%
Previous 0.18%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$160.52 - $179.11 $925,397 - $1.03 Million
5,765 Added 6.17%
99,156 $16.2 Million
Q3 2024

Nov 08, 2024
SELL
$146.64 - $174.54 $1.51 Million - $1.8 Million
-10,293 Reduced 9.93%
93,391 $16.3 Million
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
646
Shares Held
18.1M
Call Options Held
85.2K
Put Options Held
26.6K
View Full List

About VANGUARD UTILITIES ETF

VPU Quotes by TradingView
  • Ticker VPU
  • Sector ETFs
  • Industry ETFs
More about VPU
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email