AWS
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Atria Wealth Solutions’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Atria Wealth Solutions’s Portfolio VSS Stock Details VSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,207
Closed -$255K – 1917
2025
Q1 		$255K Sell
2,207
-4,656
-68% -$541K ﹤0.01% 1575
2024
Q4 		$786K Buy
6,863
+4,442
+183% +$534K 0.01% 1029
2024
Q3 		$305K Sell
2,421
-2,252
-48% -$271K ﹤0.01% 1505
2024
Q2 		$549K Sell
4,673
-576
-11% -$67.6K 0.01% 1199
2024
Q1 		$613K Buy
5,249
+473
+10% +$53.5K 0.01% 1157
2023
Q4 		$549K Buy
4,776
+528
+12% +$56.7K 0.01% 1162
2023
Q3 		$451K Buy
4,248
+514
+14% +$57.1K 0.01% 1176
2023
Q2 		$412K Buy
3,734
+1,016
+37% +$112K 0.01% 1249
2023
Q1 		$297K Sell
2,718
-53
-2% -$5.76K ﹤0.01% 1427
2022
Q4 		$285K Buy
2,771
+228
+9% +$22.9K ﹤0.01% 1396
2022
Q3 		$236K Buy
2,543
+366
+17% +$38.1K ﹤0.01% 1457
2022
Q2 		$225K Sell
2,177
-154
-7% -$17.5K ﹤0.01% 1383
2022
Q1 		$289K Buy
+2,331
New +$292K ﹤0.01% 1337

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