Atria Wealth Solutions’s Vanguard Information Technology ETF VGT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$21.2M	Sell	255,128 -70,056	-22%	-$5.09M	0.48%	36
2025 Q1	$22M	Sell	325,184 -42,784	-12%	-$3.22M	0.27%	79
2024 Q4	$28.6M	Sell	367,968 -7,304	-2%	-$561K	0.31%	65
2024 Q3	$27.5M	Sell	375,272 -25,408	-6%	-$1.81M	0.3%	66
2024 Q2	$28.9M	Buy	400,680 +1,088	+0.3%	+$72.3K	0.32%	52
2024 Q1	$26.2M	Buy	399,592 +75,576	+23%	+$4.79M	0.3%	66
2023 Q4	$19.6M	Sell	324,016 -71,512	-18%	-$3.98M	0.25%	88
2023 Q3	$20.5M	Buy	395,528 +101,280	+34%	+$5.51M	0.29%	76
2023 Q2	$16.3M	Buy	294,248 +18,040	+7%	+$906K	0.22%	99
2023 Q1	$13.3M	Buy	276,208 +59,600	+28%	+$2.63M	0.2%	115
2022 Q4	$8.65M	Sell	216,608 -2,600	-1%	-$106K	0.14%	158
2022 Q3	$8.43M	Buy	219,208 +23,128	+12%	+$1.02M	0.15%	151
2022 Q2	$8M	Sell	196,080 -62,128	-24%	-$2.8M	0.16%	145
2022 Q1	$13.4M	Buy	+258,208	New	+$13.2M	0.22%	94