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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.13M	Sell	21,529 -1,605	-7%	-$414K	0.14%	173
2025 Q1	$5.66M	Sell	23,134 -2,993	-11%	-$778K	0.07%	302
2024 Q4	$6.63M	Buy	26,127 +17,619	+207%	+$4.54M	0.07%	280
2024 Q3	$2.07M	Sell	8,508 -3,939	-32%	-$917K	0.02%	620
2024 Q2	$2.86M	Sell	12,447 -293	-2%	-$67.2K	0.03%	508
2024 Q1	$3M	Buy	12,740 +532	+4%	+$119K	0.03%	498
2023 Q4	$2.68M	Sell	12,208 -25	-0.2%	-$5K	0.03%	507
2023 Q3	$2.38M	Sell	12,233 -1,860	-13%	-$380K	0.03%	504
2023 Q2	$2.9M	Buy	14,093 +142	+1%	+$27.5K	0.04%	449
2023 Q1	$2.72M	Buy	13,951 +643	+5%	+$123K	0.04%	438
2022 Q4	$2.39M	Buy	13,308 +884	+7%	+$160K	0.04%	448
2022 Q3	$2.12M	Buy	12,424 +6,868	+124%	+$1.3M	0.04%	464
2022 Q2	$974K	Sell	5,556 -3,273	-37%	-$634K	0.02%	704
2022 Q1	$1.97M	Buy	+8,829	New	+$1.95M	0.03%	488