Atria Investments, Inc VOO Holdings History
Atria Investments, Inc's Vanguard S&P 500 ETF Holding Summary
As of 2025-03-31, Atria Investments, Inc held 166,895.00 shares of Vanguard S&P 500 ETF(VOO), totaling $85.77 Mil. This investment constitutes 1.1% of their stock portfolio, and Atria Investments, Inc now holds 0.01% of the outstanding Vanguard S&P 500 ETF(VOO) stock.
The initial trade took place in 2015Q4. And since then Atria Investments, Inc has made 21 purchases of VOO, at an average price of $317.52, for a total of 400,726.00 shares. In addition, there have been 14 sales at an average price of $302.97 for 233,831.00 shares. Based on historical transaction data and VOO's current price of $573.22, Atria Investments, Inc's estimated gain on his VOO holdings is $39.27 Mil, reflecting a 30.86% gain to date.
Atria Investments, Inc VOO ($573.22) Holding Chart
Atria Investments, Inc VOO ($573.22) 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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