Atria Wealth Solutions’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.8M | Sell |
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|
2025
Q1 | $95.4M | Sell |
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|
2024
Q4 | $126M | Sell |
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|
2024
Q3 | $127M | Sell |
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|
2024
Q2 | $130M | Sell |
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|
2024
Q1 | $136M | Buy |
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|
2023
Q4 | $119M | Buy |
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|
2023
Q3 | $104M | Buy |
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|
2023
Q2 | $103M | Buy |
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|
2023
Q1 | $86.9M | Sell |
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|
2022
Q4 | $85.4M | Buy |
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|
2022
Q3 | $71.1M | Buy |
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|
2022
Q2 | $55.2M | Sell |
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|
2022
Q1 | $68.3M | Buy |
|