Atria Wealth Solutions, Inc. Vanguard S&P Small Cap 600 Val Transaction History

Atria Wealth Solutions, Inc.

  • $8.74 Billion
  • Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Vanguard S&P Small Cap 600 Val stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 2,162 shares of VIOV stock, worth $195,358. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,162
Holding current value
$195,358
% of portfolio
0.0%

Shares

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

Jan 31, 2025
BUY
$89.88 - $101.38 $194,320 - $219,183
2,162 New
2,162 $201,000
Q1 2024

May 13, 2024
SELL
$82.31 - $88.42 $55,394 - $59,506
-673 Reduced 22.87%
2,270 $200,000
Q4 2023

Feb 02, 2024
SELL
$70.88 - $89.92 $33,597 - $42,622
-474 Reduced 13.87%
2,943 $260,000
Q3 2023

Nov 08, 2023
BUY
$76.16 - $87.03 $1,370 - $1,566
18 Added 0.53%
3,417 $263,000
Q2 2023

Aug 03, 2023
BUY
$75.67 - $82.89 $29,208 - $31,995
386 Added 12.81%
3,399 $279,000
Q1 2023

Aug 22, 2023
BUY
$76.95 - $184.17 $189,681 - $453,979
2,465 Added 72.52%
5,864 $473,000
Q1 2023

Jun 14, 2023
SELL
$76.95 - $184.17 $219,384 - $525,068
-2,851 Reduced 48.62%
3,013 $243,000
Q1 2023

May 10, 2023
BUY
$76.95 - $184.17 $219,384 - $525,068
2,851 Added 94.62%
5,864 $473,000
Q4 2022

Aug 30, 2023
SELL
$73.18 - $169.88 $28,247 - $65,573
-386 Reduced 11.36%
3,013 $473,000
Q4 2022

Feb 13, 2023
SELL
$73.18 - $169.88 $27,296 - $63,365
-373 Reduced 11.02%
3,013 $473,000
Q3 2022

Nov 14, 2022
BUY
$71.39 - $87.62 $13,921 - $17,085
195 Added 6.11%
3,386 $486,000
Q2 2022

Aug 15, 2022
BUY
$74.83 - $89.39 $5,163 - $6,167
69 Added 2.21%
3,191 $491,000
Q1 2022

May 16, 2022
BUY
$83.93 - $92.65 $262,029 - $289,253
3,122 New
3,122 $553,000

Others Institutions Holding VIOV

# of Institutions
208
Shares Held
6.57M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD S&P SMALL CAP 600 VAL

VIOV Quotes by TradingView
  • Ticker VIOV
  • Sector ETFs
  • Industry ETFs
More about VIOV
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.

Choose your preferred platform and Sign Up 👇 Telegram Email