Atria Wealth Solutions’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.79M	Sell	14,747 -1,993	-12%	-$359K	0.06%	337
2025 Q1	$3.08M	Buy	16,740 +1,769	+12%	+$331K	0.04%	492
2024 Q4	$2.76M	Sell	14,971 -272	-2%	-$52.2K	0.03%	531
2024 Q3	$2.92M	Sell	15,243 -3,794	-20%	-$697K	0.03%	503
2024 Q2	$3.35M	Sell	19,037 -577	-3%	-$102K	0.04%	449
2024 Q1	$3.54M	Buy	19,614 +18	+0.1%	+$3.09K	0.04%	443
2023 Q4	$3.29M	Buy	19,596 +1,042	+6%	+$162K	0.04%	435
2023 Q3	$2.76M	Sell	18,554 -12,060	-39%	-$1.88M	0.04%	466
2023 Q2	$4.77M	Sell	30,614 -4,107	-12%	-$611K	0.07%	298
2023 Q1	$5.09M	Buy	34,721 +8,149	+31%	+$1.19M	0.08%	260
2022 Q4	$3.72M	Buy	26,572 +3,929	+17%	+$542K	0.06%	323
2022 Q3	$2.81M	Sell	22,643 -304	-1%	-$41.6K	0.05%	367
2022 Q2	$3.05M	Buy	22,947 +714	+3%	+$102K	0.06%	336
2022 Q1	$3.35M	Buy	+22,233	New	+$3.31M	0.06%	339