Atria Wealth Solutions, Inc. VTV Holdings History
Atria Wealth Solutions, Inc.'s Vanguard Value ETF Holding Summary
As of 2025-03-31, Atria Wealth Solutions, Inc. held 472,675.00 shares of Vanguard Value ETF(VTV), totaling $81.65 Mil. This investment constitutes 0.98% of their stock portfolio, and Atria Wealth Solutions, Inc. now holds 0.06% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2022Q1. And since then Atria Wealth Solutions, Inc. has made 7 purchases of VTV, at an average price of $144.43, for a total of 682,347.00 shares. In addition, there have been 5 sales at an average price of $165.81 for 209,672.00 shares. Based on historical transaction data and VTV's current price of $178.50, Atria Wealth Solutions, Inc.'s estimated gain on his VTV holdings is $20.59 Mil, reflecting a 20.89% gain to date.
Atria Wealth Solutions, Inc. VTV ($178.50) Holding Chart
Atria Wealth Solutions, Inc. VTV ($178.50) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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