Atria Wealth Solutions, Inc. Vanguard Extended Duration Tre Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Vanguard Extended Duration Tre stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 67,470 shares of EDV stock, worth $4.63 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

67,470

Previous 98,169 31.27%

Holding current value

$4.63 Million

Previous $7.82 Million 41.59%

% of portfolio

0.05%

Previous 0.09%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$67.27 - $79.67 $2.07 Million - $2.45 Million	-30,699 Reduced 31.27%	67,470 $4.57 Million
Q3 2024 Nov 08, 2024	BUY	$70.73 - $83.52 $1.04 Million - $1.22 Million	14,637 Added 17.52%	98,169 $7.82 Million
Q2 2024 Jul 22, 2024	SELL	$68.41 - $76.58 $264,199 - $295,751	-3,862 Reduced 4.42%	83,532 $6.13 Million
Q1 2024 May 13, 2024	SELL	$73.47 - $80.71 $2.8 Million - $3.08 Million	-38,174 Reduced 30.4%	87,394 $6.69 Million
Q4 2023 Feb 02, 2024	BUY	$62.83 - $82.79 $3.52 Million - $4.63 Million	55,977 Added 80.44%	125,568 $10.2 Million
Q3 2023 Nov 08, 2023	SELL	$69.75 - $86.3 $2.32 Million - $2.88 Million	-33,324 Reduced 32.38%	69,591 $4.87 Million
Q2 2023 Aug 03, 2023	BUY	$83.35 - $92.48 $4.65 Million - $5.16 Million	55,765 Added 118.27%	102,915 $8.96 Million
Q1 2023 Aug 22, 2023	SELL	$83.61 - $92.95 $2.64 Million - $2.93 Million	-31,536 Reduced 30.64%	71,379 $6.46 Million
Q1 2023 Jun 14, 2023	SELL	$83.61 - $92.95 $2.03 Million - $2.25 Million	-24,229 Reduced 33.94%	47,150 $4.27 Million
Q1 2023 May 10, 2023	BUY	$83.61 - $92.95 $2.03 Million - $2.25 Million	24,229 Added 51.39%	71,379 $6.46 Million
Q4 2022 Aug 30, 2023	SELL	$74.24 - $94.96 $4.14 Million - $5.3 Million	-55,765 Reduced 54.19%	47,150 $3.91 Million
Q4 2022 Feb 13, 2023	BUY	$74.24 - $94.96 $31,997 - $40,927	431 Added 0.92%	47,150 $3.91 Million
Q3 2022 Feb 13, 2023	BUY	$85.23 - $105.13 $114,122 - $140,769	1,339 Added 2.95%	46,719 $0
Q3 2022 Nov 14, 2022	BUY	$85.23 - $105.13 $3.49 Million - $4.3 Million	40,922 Added 917.95%	45,380 $4 Million
Q2 2022 Aug 15, 2022	SELL	$94.04 - $121.78 $676,711 - $876,328	-7,196 Reduced 61.75%	4,458 $446,000
Q1 2022 May 16, 2022	BUY	$117.2 - $135.66 $1.37 Million - $1.58 Million	11,654 New	11,654 $1.42 Million

Others Institutions Holding EDV

# of Institutions

185

Shares Held

15M

Call Options Held

416K

Put Options Held

422K

View Full List

About VANGUARD EXTENDED DURATION TRE

Ticker EDV
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Atria Wealth Solutions, Inc. Vanguard Extended Duration Tre Transaction History