AWS
Atria Wealth Solutions’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.8M | Sell |
94,258
-91,469
| -49% | -$52.2M | 1.22% | 8 |
|
|
2025
Q1 | $95.4M | Sell |
185,727
-48,729
| -21% | -$25M | 1.15% | 9 |
|
|
2024
Q4 | $126M | Sell |
234,456
-6,069
| -3% | -$3.27M | 1.38% | 8 |
|
|
2024
Q3 | $127M | Sell |
240,525
-18,839
| -7% | -$9.96M | 1.38% | 7 |
|
|
2024
Q2 | $130M | Sell |
259,364
-23,735
| -8% | -$11.9M | 1.43% | 8 |
|
|
2024
Q1 | $136M | Buy |
283,099
+9,636
| +4% | +$4.63M | 1.53% | 7 |
|
|
2023
Q4 | $119M | Buy |
273,463
+9,448
| +4% | +$4.13M | 1.49% | 6 |
|
|
2023
Q3 | $104M | Buy |
264,015
+12,650
| +5% | +$4.98M | 1.46% | 5 |
|
|
2023
Q2 | $103M | Buy |
251,365
+20,195
| +9% | +$8.25M | 1.4% | 7 |
|
|
2023
Q1 | $86.9M | Sell |
231,170
-11,881
| -5% | -$4.47M | 1.29% | 9 |
|
|
2022
Q4 | $85.4M | Buy |
243,051
+27,075
| +13% | +$9.51M | 1.37% | 7 |
|
|
2022
Q3 | $71.1M | Buy |
215,976
+57,103
| +36% | +$18.8M | 1.23% | 8 |
|
|
2022
Q2 | $55.2M | Sell |
158,873
-5,539
| -3% | -$1.93M | 1.04% | 9 |
|
|
2022
Q1 | $68.3M | Buy |
+164,412
| New | +$68.3M | 1.14% | 12 |
|