Atria Wealth Solutions’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Sell |
7,105
-335
| -5% | -$93.6K | 0.04% | 421 |
|
|
2025
Q1 | $1.87M | Sell |
7,440
-4,841
| -39% | -$1.22M | 0.02% | 654 |
|
|
2024
Q4 | $3.44M | Buy |
12,281
+5,304
| +76% | +$1.49M | 0.04% | 461 |
|
|
2024
Q3 | $1.87M | Sell |
6,977
-8,000
| -53% | -$2.14M | 0.02% | 665 |
|
|
2024
Q2 | $3.75M | Sell |
14,977
-8,630
| -37% | -$2.16M | 0.04% | 411 |
|
|
2024
Q1 | $6.15M | Buy |
23,607
+401
| +2% | +$105K | 0.07% | 289 |
|
|
2023
Q4 | $5.61M | Buy |
23,206
+105
| +0.5% | +$25.4K | 0.07% | 282 |
|
|
2023
Q3 | $4.95M | Buy |
23,101
+744
| +3% | +$159K | 0.07% | 296 |
|
|
2023
Q2 | $5.14M | Buy |
22,357
+2,547
| +13% | +$585K | 0.07% | 277 |
|
|
2023
Q1 | $4.29M | Sell |
19,810
-4,197
| -17% | -$908K | 0.06% | 301 |
|
|
2022
Q4 | $4.81M | Buy |
24,007
+834
| +4% | +$167K | 0.08% | 261 |
|
|
2022
Q3 | $4.52M | Buy |
23,173
+5,861
| +34% | +$1.14M | 0.08% | 251 |
|
|
2022
Q2 | $3.41M | Sell |
17,312
-2,783
| -14% | -$548K | 0.06% | 300 |
|
|
2022
Q1 | $4.99M | Buy |
+20,095
| New | +$4.99M | 0.08% | 254 |
|