Number of Shares
418,478.00
Current Holdings Value*
$72.29 Mil
% of Portfolio
0.93%
Total Estimate Gain
$28.81 Mil
% of Total Estimate Gain
26.94%

Atria Investments, Inc's Vanguard Value ETF Holding Summary

As of 2025-03-31, Atria Investments, Inc held 418,478.00 shares of Vanguard Value ETF(VTV), totaling $72.29 Mil. This investment constitutes 0.93% of their stock portfolio, and Atria Investments, Inc now holds 0.05% of the outstanding Vanguard Value ETF(VTV) stock.

The initial trade took place in 2014Q3. And since then Atria Investments, Inc has made 26 purchases of VTV, at an average price of $119.03, for a total of 898,577.00 shares. In addition, there have been 14 sales at an average price of $127.42 for 480,099.00 shares. Based on historical transaction data and VTV's current price of $178.26, Atria Investments, Inc's estimated gain on his VTV holdings is $28.81 Mil, reflecting a 26.94% gain to date.

Atria Investments, Inc VTV ($178.26) Holding Chart

Atria Investments, Inc VTV ($178.26) 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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