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Vanguard Large-Cap ETF shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Vanguard Large-Cap ETF (VV) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Vanguard Large-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Large-Cap ETF held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Large-Cap ETF by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.4M 25k 218.13
2023-09-30 $5.5M 28k 195.69
2023-06-30 $5.8M 29k 202.72
2023-03-31 $5.4M 29k 186.82
2022-12-31 $4.7M 27k 174.20
2022-09-30 $3.5M 20k 174.36
2022-06-30 $3.6M 21k 172.28
2022-03-31 $5.2M 25k 208.54