Atria Wealth Solutions’s Vanguard Mid-Cap ETF VO Stock Holding History

Atria Wealth Solutions’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$13.4M	Sell	191,280 -56,044	-23%	-$3.68M	0.3%	71
2025 Q1	$16M	Sell	247,324 -92,868	-27%	-$6.23M	0.19%	116
2024 Q4	$22.5M	Sell	340,192 -26,100	-7%	-$1.77M	0.25%	85
2024 Q3	$24.2M	Sell	366,292 -6,168	-2%	-$387K	0.26%	80
2024 Q2	$22.6M	Sell	372,460 -93,828	-20%	-$5.7M	0.25%	81
2024 Q1	$29.1M	Buy	466,288 +14,148	+3%	+$836K	0.33%	51
2023 Q4	$26.3M	Buy	452,140 +14,652	+3%	+$783K	0.33%	53
2023 Q3	$22.8M	Buy	437,488 +14,160	+3%	+$777K	0.32%	63
2023 Q2	$23.3M	Buy	423,328 +17,052	+4%	+$894K	0.32%	65
2023 Q1	$21.4M	Buy	406,276 +29,492	+8%	+$1.57M	0.32%	71
2022 Q4	$19.2M	Buy	376,784 +56,932	+18%	+$2.9M	0.31%	75
2022 Q3	$15M	Buy	319,852 +7,344	+2%	+$384K	0.26%	88
2022 Q2	$15.4M	Sell	312,508 -134,268	-30%	-$7.25M	0.31%	77
2022 Q1	$26.6M	Buy	+446,776	New	+$26.2M	0.44%	34

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Northwestern Mutual Wealth Management

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Raymond James Financial

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UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return