AWS
Atria Wealth Solutions’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.9M | Sell |
62,308
-55,013
| -47% | -$13.2M | 0.34% | 61 |
|
|
2025
Q1 | $26M | Sell |
117,321
-15,018
| -11% | -$3.33M | 0.31% | 67 |
|
|
2024
Q4 | $31.8M | Sell |
132,339
-14,632
| -10% | -$3.52M | 0.35% | 53 |
|
|
2024
Q3 | $34.9M | Buy |
146,971
+12,361
| +9% | +$2.94M | 0.38% | 48 |
|
|
2024
Q2 | $29.4M | Buy |
134,610
+2,212
| +2% | +$483K | 0.32% | 51 |
|
|
2024
Q1 | $30.3M | Buy |
132,398
+3,741
| +3% | +$855K | 0.34% | 48 |
|
|
2023
Q4 | $27.4M | Buy |
128,657
+10,407
| +9% | +$2.22M | 0.34% | 49 |
|
|
2023
Q3 | $22.4M | Sell |
118,250
-13,571
| -10% | -$2.57M | 0.31% | 67 |
|
|
2023
Q2 | $26.2M | Buy |
131,821
+2,250
| +2% | +$448K | 0.36% | 49 |
|
|
2023
Q1 | $24.6M | Sell |
129,571
-1,411
| -1% | -$267K | 0.36% | 54 |
|
|
2022
Q4 | $24M | Sell |
130,982
-8,763
| -6% | -$1.61M | 0.39% | 50 |
|
|
2022
Q3 | $23.9M | Buy |
139,745
+18,041
| +15% | +$3.08M | 0.41% | 43 |
|
|
2022
Q2 | $21.4M | Sell |
121,704
-7,810
| -6% | -$1.38M | 0.4% | 49 |
|
|
2022
Q1 | $27.5M | Buy |
+129,514
| New | +$27.5M | 0.46% | 32 |
|