Atria Wealth Solutions’s Vanguard S&P 500 Value ETF VOOV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.79M | Sell |
14,747
-1,993
| -12% | -$377K | 0.06% | 337 |
|
2025
Q1 | $3.08M | Buy |
16,740
+1,769
| +12% | +$326K | 0.04% | 490 |
|
2024
Q4 | $2.76M | Sell |
14,971
-272
| -2% | -$50.2K | 0.03% | 529 |
|
2024
Q3 | $2.92M | Sell |
15,243
-3,794
| -20% | -$727K | 0.03% | 501 |
|
2024
Q2 | $3.35M | Sell |
19,037
-577
| -3% | -$102K | 0.04% | 447 |
|
2024
Q1 | $3.54M | Buy |
19,614
+18
| +0.1% | +$3.25K | 0.04% | 441 |
|
2023
Q4 | $3.29M | Buy |
19,596
+1,042
| +6% | +$175K | 0.04% | 433 |
|
2023
Q3 | $2.76M | Sell |
18,554
-12,060
| -39% | -$1.79M | 0.04% | 465 |
|
2023
Q2 | $4.77M | Sell |
30,614
-4,107
| -12% | -$640K | 0.07% | 298 |
|
2023
Q1 | $5.09M | Buy |
34,721
+8,149
| +31% | +$1.2M | 0.08% | 260 |
|
2022
Q4 | $3.72M | Buy |
26,572
+3,929
| +17% | +$550K | 0.06% | 323 |
|
2022
Q3 | $2.81M | Sell |
22,643
-304
| -1% | -$37.7K | 0.05% | 365 |
|
2022
Q2 | $3.05M | Buy |
22,947
+714
| +3% | +$94.8K | 0.06% | 322 |
|
2022
Q1 | $3.35M | Buy |
+22,233
| New | +$3.35M | 0.06% | 339 |
|