Atria Wealth Solutions’s Vanguard Total World Stock ETF VT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.52M	Sell	11,767 -30,599	-72%	-$3.66M	0.03%	498
2025 Q1	$4.91M	Buy	42,366 +379	+0.9%	+$45.4K	0.06%	343
2024 Q4	$4.93M	Buy	41,987 +135	+0.3%	+$16.2K	0.05%	352
2024 Q3	$5.01M	Sell	41,852 -345	-0.8%	-$39.7K	0.05%	350
2024 Q2	$4.75M	Buy	42,197 +2,280	+6%	+$251K	0.05%	354
2024 Q1	$4.41M	Buy	39,917 +1,441	+4%	+$152K	0.05%	374
2023 Q4	$3.96M	Sell	38,476 -197	-0.5%	-$19K	0.05%	372
2023 Q3	$3.6M	Buy	38,673 +307	+0.8%	+$29.8K	0.05%	379
2023 Q2	$3.72M	Buy	38,366 +2,639	+7%	+$247K	0.05%	370
2023 Q1	$3.29M	Sell	35,727 -518	-1%	-$46.9K	0.05%	380
2022 Q4	$3.12M	Sell	36,245 -851	-2%	-$72.7K	0.05%	367
2022 Q3	$2.93M	Buy	37,096 +8,798	+31%	+$773K	0.05%	355
2022 Q2	$2.42M	Buy	28,298 +5,546	+24%	+$513K	0.05%	387
2022 Q1	$2.3M	Buy	+22,752	New	+$2.3M	0.04%	441