Atria Wealth Solutions, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 84,034 shares of VTEB stock, worth $4.22 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

84,034

Previous 132,878 36.76%

Holding current value

$4.22 Million

Previous $6.59 Million 37.51%

% of portfolio

0.1%

Previous 0.08%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$48.13 - $49.85 $2.35 Million - $2.43 Million	-48,844 Reduced 36.76%	84,034 $4.12 Million
Q1 2025 May 09, 2025	SELL	$49.25 - $50.66 $6.93 Million - $7.12 Million	-140,621 Reduced 51.42%	132,878 $6.59 Million
Q4 2024 Jan 31, 2025	SELL	$49.79 - $51.14 $2.79 Million - $2.86 Million	-55,969 Reduced 16.99%	273,499 $13.7 Million
Q3 2024 Nov 08, 2024	SELL	$49.93 - $51.15 $534,500 - $547,560	-10,705 Reduced 3.15%	329,468 $16.8 Million
Q2 2024 Jul 22, 2024	BUY	$49.55 - $50.44 $2.7 Million - $2.75 Million	54,533 Added 19.09%	340,173 $17 Million

Q1 2024 May 13, 2024	BUY	$50.36 - $51.06 $938,156 - $951,196	18,629 Added 6.98%	285,640 $14.5 Million
Q4 2023 Feb 02, 2024	BUY	$47.36 - $51.14 $908,317 - $980,814	19,179 Added 7.74%	267,011 $13.6 Million
Q3 2023 Nov 08, 2023	SELL	$48.03 - $50.5 $297,834 - $313,150	-6,201 Reduced 2.44%	247,832 $11.9 Million
Q2 2023 Aug 03, 2023	BUY	$49.5 - $51.06 $1.08 Million - $1.11 Million	21,813 Added 9.39%	254,033 $12.8 Million
Q1 2023 Aug 22, 2023	BUY	$49.32 - $51.02 $1.99 Million - $2.06 Million	40,385 Added 15.9%	294,418 $14.9 Million
Q1 2023 Jun 14, 2023	SELL	$49.32 - $51.02 $3.07 Million - $3.17 Million	-62,198 Reduced 21.13%	232,220 $11.8 Million
Q1 2023 May 10, 2023	BUY	$49.32 - $51.02 $2.9 Million - $3 Million	58,853 Added 24.98%	294,418 $14.9 Million
Q4 2022 Aug 30, 2023	SELL	$47.5 - $50.06 $1.04 Million - $1.09 Million	-21,813 Reduced 8.59%	232,220 $11.5 Million
Q4 2022 Feb 13, 2023	BUY	$47.5 - $50.06 $304,047 - $320,434	6,401 Added 2.79%	235,565 $11.7 Million
Q3 2022 Feb 13, 2023	SELL	$48.11 - $51.14 $1.45 Million - $1.54 Million	-30,082 Reduced 11.6%	229,164 $0
Q3 2022 Nov 14, 2022	BUY	$48.11 - $51.14 $1.58 Million - $1.68 Million	32,919 Added 14.54%	259,246 $12.5 Million
Q2 2022 Aug 15, 2022	SELL	$49.13 - $51.51 $385,768 - $404,456	-7,852 Reduced 3.35%	226,327 $11.3 Million
Q1 2022 May 16, 2022	BUY	$51.44 - $54.88 $12 Million - $12.9 Million	234,179 New	234,179 $12.1 Million

Others Institutions Holding VTEB

# of Institutions

1,372

Shares Held

602M

Call Options Held

282K

Put Options Held

56K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

More about VTEB

Track This Portfolio

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.

Account

Atria Wealth Solutions, Inc. Vanguard Mun Bd Fds Tax Exempt Transaction History