Atria Wealth Solutions’s Vanguard Russell 1000 ETF VONE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.65M Sell
19,962
-53,114
-73% -$15M 0.13% 192
2025
Q1
$18.6M Sell
73,076
-9,264
-11% -$2.35M 0.22% 95
2024
Q4
$22M Sell
82,340
-5,641
-6% -$1.5M 0.24% 88
2024
Q3
$22.9M Sell
87,981
-3,699
-4% -$962K 0.25% 87
2024
Q2
$22.6M Sell
91,680
-12,721
-12% -$3.13M 0.25% 82
2024
Q1
$24.9M Sell
104,401
-1,508
-1% -$359K 0.28% 71
2023
Q4
$23M Sell
105,909
-5,154
-5% -$1.12M 0.29% 70
2023
Q3
$21.6M Sell
111,063
-5,727
-5% -$1.11M 0.3% 70
2023
Q2
$23.5M Sell
116,790
-5,336
-4% -$1.08M 0.32% 64
2023
Q1
$22.8M Sell
122,126
-3,153
-3% -$587K 0.34% 64
2022
Q4
$21.8M Sell
125,279
-5,934
-5% -$1.03M 0.35% 65
2022
Q3
$21.4M Buy
131,213
+5,456
+4% +$892K 0.37% 52
2022
Q2
$21.6M Buy
125,757
+717
+0.6% +$123K 0.41% 48
2022
Q1
$25.9M Buy
+125,040
New +$25.9M 0.43% 35