Atria Investments’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.02M | Buy |
21,522
+7,794
| +57% | +$2.18M | 0.07% | 322 |
|
|
2025
Q1 | $3.55M | Sell |
13,728
-2,678
| -16% | -$693K | 0.05% | 477 |
|
|
2024
Q4 | $4.33M | Buy |
16,406
+485
| +3% | +$128K | 0.05% | 397 |
|
|
2024
Q3 | $4.2M | Buy |
15,921
+105
| +0.7% | +$27.7K | 0.05% | 410 |
|
|
2024
Q2 | $3.83M | Sell |
15,816
-1,443
| -8% | -$349K | 0.05% | 424 |
|
|
2024
Q1 | $4.31M | Sell |
17,259
-3,816
| -18% | -$953K | 0.06% | 382 |
|
|
2023
Q4 | $4.9M | Sell |
21,075
-4,875
| -19% | -$1.13M | 0.08% | 304 |
|
|
2023
Q3 | $5.4M | Buy |
25,950
+8,194
| +46% | +$1.71M | 0.1% | 263 |
|
|
2023
Q2 | $3.91M | Sell |
17,756
-11,380
| -39% | -$2.51M | 0.07% | 337 |
|
|
2023
Q1 | $6.15M | Buy |
29,136
+3,060
| +12% | +$645K | 0.12% | 211 |
|
|
2022
Q4 | $5.31M | Sell |
26,076
-4,301
| -14% | -$877K | 0.11% | 239 |
|
|
2022
Q3 | $5.71M | Sell |
30,377
-4,709
| -13% | -$885K | 0.13% | 202 |
|
|
2022
Q2 | $6.91M | Buy |
35,086
+4,372
| +14% | +$861K | 0.14% | 175 |
|
|
2022
Q1 | $7.31M | Sell |
30,714
-563
| -2% | -$134K | 0.13% | 189 |
|
|
2021
Q4 | $7.97M | Buy |
31,277
+4,802
| +18% | +$1.22M | 0.14% | 178 |
|
|
2021
Q3 | $6.27M | Buy |
26,475
+1,557
| +6% | +$369K | 0.11% | 197 |
|
|
2021
Q2 | $5.91M | Buy |
24,918
+2,271
| +10% | +$539K | 0.11% | 206 |
|
|
2021
Q1 | $5.01M | Buy |
22,647
+1,838
| +9% | +$407K | 0.11% | 210 |
|
|
2020
Q4 | $4.3M | Buy |
20,809
+1,842
| +10% | +$381K | 0.1% | 221 |
|
|
2020
Q3 | $3.34M | Buy |
18,967
+639
| +3% | +$113K | 0.1% | 225 |
|
|
2020
Q2 | $3M | Buy |
+18,328
| New | +$3M | 0.1% | 235 |
|
|
2020
Q1 | – | Sell |
-13,294
| Closed | -$2.37M | – | 1175 |
|
|
2019
Q4 | $2.37M | Buy |
13,294
+3,909
| +42% | +$697K | 0.06% | 259 |
|
|
2019
Q3 | $1.57M | Sell |
9,385
-32
| -0.3% | -$5.36K | 0.06% | 285 |
|
|
2019
Q2 | $1.53M | Sell |
9,417
-490
| -5% | -$79.7K | 0.06% | 282 |
|
|
2019
Q1 | $1.59M | Sell |
9,907
-99
| -1% | -$15.9K | 0.07% | 246 |
|
|
2018
Q4 | $1.38M | Buy |
10,006
+45
| +0.5% | +$6.22K | 0.06% | 239 |
|
|
2018
Q3 | $1.64M | Buy |
9,961
+4,083
| +69% | +$671K | 0.06% | 279 |
|
|
2018
Q2 | $927K | Buy |
5,878
+904
| +18% | +$143K | 0.04% | 390 |
|
|
2018
Q1 | $767K | Sell |
4,974
-536
| -10% | -$82.7K | 0.04% | 406 |
|
|
2017
Q4 | $853K | Sell |
5,510
-1,204
| -18% | -$186K | 0.04% | 361 |
|
|
2017
Q3 | $987K | Buy |
6,714
+4,319
| +180% | +$635K | 0.05% | 315 |
|
|
2017
Q2 | $341K | Sell |
2,395
-19,706
| -89% | -$2.81M | 0.02% | 525 |
|
|
2017
Q1 | $3.08M | Buy |
22,101
+3,952
| +22% | +$550K | 0.2% | 98 |
|
|
2016
Q4 | $2.39M | Buy |
18,149
+2,444
| +16% | +$322K | 0.18% | 102 |
|
|
2016
Q3 | $2.03M | Buy |
15,705
+1,562
| +11% | +$202K | 0.19% | 91 |
|
|
2016
Q2 | $1.76M | Buy |
14,143
+7,243
| +105% | +$903K | 0.19% | 90 |
|
|
2016
Q1 | $837K | Buy |
+6,900
| New | +$837K | 0.1% | 172 |
|