Atria Wealth Solutions, Inc. Vanguard Whitehall Fds (Vangua Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 127,847 shares of VYM stock, worth $18 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

127,847

Previous 349,851 63.46%

Holding current value

$18 Million

Previous $45.1 Million 62.22%

% of portfolio

0.41%

Previous 0.57%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$114.78 - $133.31 $25.5 Million - $29.6 Million	-222,004 Reduced 63.46%	127,847 $17 Million
Q1 2025 May 09, 2025	SELL	$126.11 - $135.06 $3.95 Million - $4.23 Million	-31,326 Reduced 8.22%	349,851 $45.1 Million
Q4 2024 Jan 31, 2025	BUY	$126.68 - $134.74 $1.61 Million - $1.71 Million	12,711 Added 3.45%	381,177 $48.6 Million
Q3 2024 Nov 08, 2024	BUY	$117.9 - $128.2 $286,025 - $311,013	2,426 Added 0.66%	368,466 $47.2 Million
Q2 2024 Jul 22, 2024	BUY	$114.71 - $121.51 $3.95 Million - $4.18 Million	34,417 Added 10.38%	366,040 $43.4 Million
Q1 2024 May 13, 2024	BUY	$109.98 - $120.99 $1.41 Million - $1.55 Million	12,801 Added 4.02%	331,623 $40.1 Million
Q4 2023 Feb 02, 2024	BUY	$98.71 - $111.84 $1.74 Million - $1.97 Million	17,583 Added 5.84%	318,822 $35.6 Million
Q3 2023 Nov 08, 2023	BUY	$103.32 - $110.34 $1.72 Million - $1.84 Million	16,645 Added 5.85%	301,239 $31.1 Million
Q2 2023 Aug 03, 2023	SELL	$101.36 - $107.68 $6.01 Million - $6.38 Million	-59,261 Reduced 17.23%	284,594 $30.2 Million
Q1 2023 Aug 22, 2023	SELL	$100.82 - $111.44 $947,707 - $1.05 Million	-9,400 Reduced 3.3%	275,194 $29 Million
Q1 2023 Jun 14, 2023	BUY	$100.82 - $111.44 $6.92 Million - $7.65 Million	68,661 Added 24.95%	343,855 $36.3 Million
Q1 2023 May 10, 2023	SELL	$100.82 - $111.44 $6.94 Million - $7.67 Million	-68,810 Reduced 20.0%	275,194 $29 Million
Q4 2022 Aug 30, 2023	BUY	$96.14 - $113.15 $5.7 Million - $6.71 Million	59,261 Added 20.82%	343,855 $37.2 Million
Q4 2022 Feb 13, 2023	BUY	$96.14 - $113.15 $132,673 - $156,147	1,380 Added 0.4%	344,004 $37.2 Million
Q3 2022 Feb 13, 2023	SELL	$94.88 - $110.28 $620,799 - $721,562	-6,543 Reduced 1.87%	342,624 $0
Q3 2022 Nov 14, 2022	BUY	$94.88 - $110.28 $3.19 Million - $3.71 Million	33,661 Added 10.67%	349,167 $33.2 Million
Q2 2022 Aug 15, 2022	BUY	$99.2 - $114.57 $424,179 - $489,901	4,276 Added 1.37%	315,506 $32.1 Million
Q1 2022 May 16, 2022	BUY	$107.24 - $115.01 $33.4 Million - $35.8 Million	311,230 New	311,230 $34.9 Million

Others Institutions Holding VYM

# of Institutions

2,094

Shares Held

190M

Call Options Held

2.01M

Put Options Held

167K

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About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Atria Wealth Solutions, Inc. Vanguard Whitehall Fds (Vangua Transaction History