Atria Wealth Solutions’s Vanguard Financials ETF VFH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$9.05M	Sell	70,760 -23,534	-25%	-$2.81M	0.2%	110
2025 Q1	$11.3M	Sell	94,294 -25,029	-21%	-$3.05M	0.14%	160
2024 Q4	$14.1M	Sell	119,323 -733	-0.6%	-$86.7K	0.15%	143
2024 Q3	$13.2M	Sell	120,056 -7,838	-6%	-$831K	0.14%	151
2024 Q2	$12.8M	Sell	127,894 -11,944	-9%	-$1.19M	0.14%	151
2024 Q1	$14.3M	Buy	139,838 +49,152	+54%	+$4.72M	0.16%	139
2023 Q4	$8.37M	Sell	90,686 -49,677	-35%	-$4.17M	0.11%	194
2023 Q3	$11.3M	Buy	140,363 +99,635	+245%	+$8.33M	0.16%	139
2023 Q2	$3.32M	Sell	40,728 -7,067	-15%	-$555K	0.05%	400
2023 Q1	$3.72M	Sell	47,795 -29,008	-38%	-$2.45M	0.06%	344
2022 Q4	$6.35M	Buy	76,803 +27,737	+57%	+$2.29M	0.1%	212
2022 Q3	$3.66M	Buy	49,066 +720	+1%	+$58.6K	0.06%	301
2022 Q2	$3.73M	Sell	48,346 -44,656	-48%	-$3.77M	0.07%	290
2022 Q1	$8.69M	Buy	+93,002	New	+$8.91M	0.14%	151