Atria Wealth Solutions’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.13M Sell
21,529
-1,605
-7% -$457K 0.14% 173
2025
Q1
$5.66M Sell
23,134
-2,993
-11% -$732K 0.07% 302
2024
Q4
$6.63M Buy
26,127
+17,619
+207% +$4.47M 0.07% 279
2024
Q3
$2.07M Sell
8,508
-3,939
-32% -$959K 0.02% 617
2024
Q2
$2.86M Sell
12,447
-293
-2% -$67.3K 0.03% 506
2024
Q1
$3M Buy
12,740
+532
+4% +$125K 0.03% 496
2023
Q4
$2.68M Sell
12,208
-25
-0.2% -$5.49K 0.03% 504
2023
Q3
$2.38M Sell
12,233
-1,860
-13% -$362K 0.03% 503
2023
Q2
$2.9M Buy
14,093
+142
+1% +$29.2K 0.04% 448
2023
Q1
$2.72M Buy
13,951
+643
+5% +$125K 0.04% 438
2022
Q4
$2.39M Buy
13,308
+884
+7% +$159K 0.04% 448
2022
Q3
$2.12M Buy
12,424
+6,868
+124% +$1.17M 0.04% 461
2022
Q2
$974K Sell
5,556
-3,273
-37% -$574K 0.02% 685
2022
Q1
$1.97M Buy
+8,829
New +$1.97M 0.03% 488