Atria Wealth Solutions, Inc. Vanguard World Fd Esg Intl Stk Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Vanguard World Fd Esg Intl Stk stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 5,482 shares of VSGX stock, worth $324,808. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,482

Previous 5,979 8.31%

Holding current value

$324,808

Previous $367,000 15.53%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$56.61 - $61.63 $28,135 - $30,630	-497 Reduced 8.31%	5,482 $310,000
Q3 2024 Nov 08, 2024	SELL	$55.06 - $62.25 $8,369 - $9,462	-152 Reduced 2.48%	5,979 $367,000
Q2 2024 Jul 22, 2024	BUY	$54.72 - $58.75 $68,126 - $73,143	1,245 Added 25.48%	6,131 $351,000
Q1 2024 May 13, 2024	BUY	$53.19 - $57.84 $159 - $173	3 Added 0.06%	4,886 $280,000
Q4 2023 Feb 02, 2024	BUY	$48.05 - $55.28 $234,628 - $269,932	4,883 New	4,883 $269,000
Q2 2023 Aug 03, 2023	BUY	$51.68 - $54.7 $232,508 - $246,095	4,499 New	4,499 $238,000
Q1 2023 Aug 22, 2023	SELL	$49.49 - $54.07 $9,650 - $10,543	-195 Reduced 4.33%	4,304 $225,000
Q1 2023 May 10, 2023	BUY	$49.49 - $54.07 $213,004 - $232,717	4,304 New	4,304 $225,000

Others Institutions Holding VSGX

# of Institutions

381

Shares Held

20.1M

Call Options Held

Put Options Held

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About VANGUARD WORLD FD ESG INTL STK

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Atria Wealth Solutions, Inc. Vanguard World Fd Esg Intl Stk Transaction History