Atria Wealth Solutions, Inc. Vanguard Scottsdale Fds Total Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Vanguard Scottsdale Fds Total stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 44,335 shares of VTC stock, worth $3.37 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

44,335

Previous 47,672 7.0%

Holding current value

$3.37 Million

Previous $3.78 Million 11.22%

% of portfolio

0.04%

Previous 0.04%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$75.59 - $79.31 $252,243 - $264,657	-3,337 Reduced 7.0%	44,335 $3.36 Million
Q3 2024 Nov 08, 2024	BUY	$75.09 - $79.73 $79,445 - $84,354	1,058 Added 2.27%	47,672 $3.78 Million
Q2 2024 Jul 22, 2024	BUY	$74.15 - $76.45 $192,270 - $198,234	2,593 Added 5.89%	46,614 $3.53 Million
Q1 2024 May 13, 2024	BUY	$75.53 - $77.5 $208,991 - $214,442	2,767 Added 6.71%	44,021 $3.37 Million
Q4 2023 Feb 02, 2024	BUY	$70.34 - $77.88 $65,345 - $72,350	929 Added 2.3%	41,254 $3.2 Million
Q3 2023 Nov 08, 2023	SELL	$72.44 - $75.97 $116,845 - $122,539	-1,613 Reduced 3.85%	40,325 $2.92 Million
Q2 2023 Aug 03, 2023	SELL	$74.61 - $77.15 $770,795 - $797,036	-10,331 Reduced 19.77%	41,938 $3.17 Million
Q1 2023 Aug 22, 2023	BUY	$73.96 - $77.95 $687,162 - $724,233	9,291 Added 22.15%	51,229 $3.93 Million
Q1 2023 Jun 14, 2023	BUY	$73.96 - $77.95 $76,918 - $81,068	1,040 Added 2.03%	52,269 $4.01 Million
Q1 2023 May 10, 2023	SELL	$73.96 - $77.95 $76,918 - $81,068	-1,040 Reduced 1.99%	51,229 $3.93 Million
Q4 2022 Aug 30, 2023	BUY	$70.45 - $76.76 $727,818 - $793,007	10,331 Added 24.63%	52,269 $3.88 Million
Q4 2022 Feb 13, 2023	SELL	$70.45 - $76.76 $266,160 - $289,999	-3,778 Reduced 6.74%	52,269 $3.88 Million
Q3 2022 Nov 14, 2022	SELL	$71.96 - $79.68 $556,682 - $616,404	-7,736 Reduced 12.13%	56,047 $4.07 Million
Q2 2022 Aug 15, 2022	SELL	$75.46 - $83.76 $457,589 - $507,920	-6,064 Reduced 8.68%	63,783 $4.92 Million
Q1 2022 May 16, 2022	BUY	$82.2 - $89.95 $5.74 Million - $6.28 Million	69,847 New	69,847 $5.83 Million

Others Institutions Holding VTC

# of Institutions

107

Shares Held

8.12M

Call Options Held

Put Options Held

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Atria Wealth Solutions, Inc. Vanguard Scottsdale Fds Total Transaction History