Atria Wealth Solutions’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.4M | Sell |
47,820
-14,011
| -23% | -$3.94M | 0.3% | 71 |
|
|
2025
Q1 | $16M | Sell |
61,831
-23,217
| -27% | -$6M | 0.19% | 116 |
|
|
2024
Q4 | $22.5M | Sell |
85,048
-6,525
| -7% | -$1.72M | 0.25% | 85 |
|
|
2024
Q3 | $24.2M | Sell |
91,573
-1,542
| -2% | -$407K | 0.26% | 80 |
|
|
2024
Q2 | $22.6M | Sell |
93,115
-23,457
| -20% | -$5.69M | 0.25% | 81 |
|
|
2024
Q1 | $29.1M | Buy |
116,572
+3,537
| +3% | +$884K | 0.33% | 51 |
|
|
2023
Q4 | $26.3M | Buy |
113,035
+3,663
| +3% | +$852K | 0.33% | 53 |
|
|
2023
Q3 | $22.8M | Buy |
109,372
+3,540
| +3% | +$737K | 0.32% | 63 |
|
|
2023
Q2 | $23.3M | Buy |
105,832
+4,263
| +4% | +$939K | 0.32% | 65 |
|
|
2023
Q1 | $21.4M | Buy |
101,569
+7,373
| +8% | +$1.56M | 0.32% | 71 |
|
|
2022
Q4 | $19.2M | Buy |
94,196
+14,233
| +18% | +$2.9M | 0.31% | 75 |
|
|
2022
Q3 | $15M | Buy |
79,963
+1,836
| +2% | +$345K | 0.26% | 88 |
|
|
2022
Q2 | $15.4M | Sell |
78,127
-33,567
| -30% | -$6.61M | 0.29% | 71 |
|
|
2022
Q1 | $26.6M | Buy |
+111,694
| New | +$26.6M | 0.44% | 34 |
|