Atria Wealth Solutions, Inc. Vanguard Total World Stk Index Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 11,767 shares of VT stock, worth $1.55 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

11,767

Previous 42,366 72.23%

Holding current value

$1.55 Million

Previous $4.91 Million 69.22%

% of portfolio

0.04%

Previous 0.06%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$103.16 - $128.52 $3.16 Million - $3.93 Million	-30,599 Reduced 72.23%	11,767 $1.51 Million
Q1 2025 May 09, 2025	BUY	$115.08 - $123.97 $43,615 - $46,984	379 Added 0.9%	42,366 $4.91 Million
Q4 2024 Jan 31, 2025	BUY	$117.09 - $123.07 $15,807 - $16,614	135 Added 0.32%	41,987 $4.93 Million
Q3 2024 Nov 08, 2024	SELL	$107.72 - $119.96 $37,163 - $41,386	-345 Reduced 0.82%	41,852 $5.01 Million
Q2 2024 Jul 22, 2024	BUY	$104.94 - $113.51 $239,263 - $258,802	2,280 Added 5.71%	42,197 $4.75 Million
Q1 2024 May 13, 2024	BUY	$100.68 - $110.5 $145,079 - $159,230	1,441 Added 3.75%	39,917 $4.41 Million
Q4 2023 Feb 02, 2024	SELL	$88.97 - $103.1 $17,527 - $20,310	-197 Reduced 0.51%	38,476 $3.96 Million
Q3 2023 Nov 08, 2023	BUY	$92.79 - $100.59 $28,486 - $30,881	307 Added 0.8%	38,673 $3.6 Million
Q2 2023 Aug 03, 2023	BUY	$91.33 - $98.06 $193,710 - $207,985	2,121 Added 5.85%	38,366 $3.72 Million
Q1 2023 Aug 22, 2023	SELL	$86.24 - $94.55 $227,587 - $249,517	-2,639 Reduced 6.88%	35,727 $3.29 Million
Q1 2023 Jun 14, 2023	BUY	$86.24 - $94.55 $44,672 - $48,976	518 Added 1.45%	36,245 $3.34 Million
Q1 2023 May 10, 2023	SELL	$86.24 - $94.55 $44,672 - $48,976	-518 Reduced 1.43%	35,727 $3.29 Million
Q4 2022 Aug 30, 2023	SELL	$78.67 - $91.07 $166,859 - $193,159	-2,121 Reduced 5.53%	36,245 $3.12 Million
Q4 2022 Feb 13, 2023	SELL	$78.67 - $91.07 $66,948 - $77,500	-851 Reduced 2.29%	36,245 $3.12 Million
Q3 2022 Nov 14, 2022	BUY	$78.88 - $94.48 $693,986 - $831,235	8,798 Added 31.09%	37,096 $2.93 Million
Q2 2022 Aug 15, 2022	BUY	$83.88 - $102.77 $465,198 - $569,962	5,546 Added 24.38%	28,298 $2.42 Million
Q1 2022 May 16, 2022	BUY	$93.8 - $108.09 $2.13 Million - $2.46 Million	22,752 New	22,752 $2.3 Million

Others Institutions Holding VT

# of Institutions

1,118

Shares Held

109M

Call Options Held

337K

Put Options Held

120K

View Full List

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Atria Wealth Solutions, Inc. Vanguard Total World Stk Index Transaction History