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	94,258 -91,469	-49%	-$48.1M	1.22%	8
2025 Q1	$95.4M	Sell	185,727 -48,729	-21%	-$26.3M	1.15%	9
2024 Q4	$126M	Sell	234,456 -6,069	-3%	-$3.29M	1.39%	8
2024 Q3	$127M	Sell	240,525 -18,839	-7%	-$9.58M	1.38%	7
2024 Q2	$130M	Sell	259,364 -23,735	-8%	-$11.4M	1.44%	8
2024 Q1	$136M	Buy	283,099 +9,636	+4%	+$4.41M	1.54%	7
2023 Q4	$119M	Buy	273,463 +9,448	+4%	+$3.87M	1.5%	6
2023 Q3	$104M	Buy	264,015 +12,650	+5%	+$5.17M	1.46%	5
2023 Q2	$103M	Buy	251,365 +20,195	+9%	+$7.79M	1.4%	7
2023 Q1	$86.9M	Sell	231,170 -11,881	-5%	-$4.36M	1.29%	9
2022 Q4	$85.4M	Buy	243,051 +27,075	+13%	+$9.56M	1.37%	7
2022 Q3	$71.1M	Buy	215,976 +57,103	+36%	+$20.9M	1.23%	8
2022 Q2	$55.2M	Sell	158,873 -5,539	-3%	-$2.09M	1.11%	10
2022 Q1	$68.3M	Buy	+164,412	New	+$67.3M	1.14%	12