A detailed history of Atria Wealth Solutions, Inc. transactions in Vanguard stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 182,512 shares of VGSH stock, worth $10.6 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
182,512
Previous 196,160 6.96%
Holding current value
$10.6 Million
Previous $11.6 Million 8.28%
% of portfolio
0.12%
Previous 0.13%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025

SELL
$58.02 - $58.88 $791,856 - $803,594
-13,648 Reduced 6.96%
182,512 $10.6 Million
Q3 2024

Nov 08, 2024

SELL
$57.74 - $59.13 $659,968 - $675,855
-11,430 Reduced 5.51%
196,160 $11.6 Million
Q2 2024

Jul 22, 2024

BUY
$57.55 - $58.0 $779,284 - $785,378
13,541 Added 6.98%
207,590 $12 Million
Q1 2024

May 13, 2024

BUY
$57.88 - $58.54 $344,328 - $348,254
5,949 Added 3.16%
194,049 $11.3 Million
Q4 2023

Feb 02, 2024

SELL
$57.34 - $58.41 $1.43 Million - $1.46 Million
-24,990 Reduced 11.73%
188,100 $11 Million
Q3 2023

Nov 08, 2023

BUY
$57.47 - $57.91 $1.27 Million - $1.28 Million
22,165 Added 11.61%
213,090 $12.3 Million
Q2 2023

Aug 03, 2023

BUY
$57.72 - $58.69 $4.32 Million - $4.39 Million
74,860 Added 64.5%
190,925 $11 Million
Q1 2023

Aug 22, 2023

BUY
$57.32 - $58.77 $1.28 Million - $1.32 Million
22,381 Added 11.72%
213,306 $12.5 Million
Q1 2023

Jun 14, 2023

SELL
$57.32 - $58.77 $5.57 Million - $5.71 Million
-97,241 Reduced 45.59%
116,065 $6.79 Million
Q1 2023

May 10, 2023

BUY
$57.32 - $58.77 $5.45 Million - $5.59 Million
95,146 Added 80.52%
213,306 $12.5 Million
Q4 2022

Aug 30, 2023

SELL
$57.38 - $58.13 $4.3 Million - $4.35 Million
-74,860 Reduced 39.21%
116,065 $6.71 Million
Q4 2022

Feb 13, 2023

SELL
$57.38 - $58.13 $2.39 Million - $2.42 Million
-41,567 Reduced 26.02%
118,160 $6.83 Million
Q3 2022

Feb 13, 2023

SELL
$57.67 - $59.08 $83,506 - $85,547
-1,448 Reduced 0.9%
159,727 $0
Q3 2022

Nov 14, 2022

BUY
$57.67 - $59.08 $3.05 Million - $3.12 Million
52,840 Added 48.77%
161,175 $9.34 Million
Q2 2022

Aug 15, 2022

BUY
$58.29 - $59.37 $1.21 Million - $1.24 Million
20,828 Added 23.8%
108,335 $6.38 Million
Q1 2022

May 16, 2022

BUY
$59.19 - $60.79 $5.18 Million - $5.32 Million
87,507 New
87,507 $5.19 Million

Others Institutions Holding VGSH

About VANGUARD


  • Ticker VGSH
  • Sector ETFs
  • Industry ETFs
More about VGSH
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.