Atria Wealth Solutions’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.99M	Sell	7,105 -335	-5%	-$86.3K	0.04%	421
2025 Q1	$1.87M	Sell	7,440 -4,841	-39%	-$1.34M	0.02%	659
2024 Q4	$3.44M	Buy	12,281 +5,304	+76%	+$1.5M	0.04%	463
2024 Q3	$1.87M	Sell	6,977 -8,000	-53%	-$2.05M	0.02%	668
2024 Q2	$3.75M	Sell	14,977 -8,630	-37%	-$2.15M	0.04%	413
2024 Q1	$6.15M	Buy	23,607 +401	+2%	+$98.5K	0.07%	291
2023 Q4	$5.61M	Buy	23,206 +105	+0.5%	+$22.8K	0.07%	283
2023 Q3	$4.95M	Buy	23,101 +744	+3%	+$169K	0.07%	296
2023 Q2	$5.14M	Buy	22,357 +2,547	+13%	+$554K	0.07%	277
2023 Q1	$4.29M	Sell	19,810 -4,197	-17%	-$907K	0.06%	301
2022 Q4	$4.81M	Buy	24,007 +834	+4%	+$171K	0.08%	261
2022 Q3	$4.52M	Buy	23,173 +5,861	+34%	+$1.26M	0.08%	251
2022 Q2	$3.41M	Sell	17,312 -2,783	-14%	-$603K	0.07%	314
2022 Q1	$4.99M	Buy	+20,095	New	+$4.95M	0.08%	254