Atria Wealth Solutions’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Sell |
11,767
-30,599
| -72% | -$3.94M | 0.03% | 498 |
|
|
2025
Q1 | $4.91M | Buy |
42,366
+379
| +0.9% | +$43.9K | 0.06% | 343 |
|
|
2024
Q4 | $4.93M | Buy |
41,987
+135
| +0.3% | +$15.9K | 0.05% | 350 |
|
|
2024
Q3 | $5.01M | Sell |
41,852
-345
| -0.8% | -$41.3K | 0.05% | 348 |
|
|
2024
Q2 | $4.75M | Buy |
42,197
+2,280
| +6% | +$257K | 0.05% | 352 |
|
|
2024
Q1 | $4.41M | Buy |
39,917
+1,441
| +4% | +$159K | 0.05% | 372 |
|
|
2023
Q4 | $3.96M | Sell |
38,476
-197
| -0.5% | -$20.3K | 0.05% | 371 |
|
|
2023
Q3 | $3.6M | Buy |
38,673
+307
| +0.8% | +$28.6K | 0.05% | 379 |
|
|
2023
Q2 | $3.72M | Buy |
38,366
+2,639
| +7% | +$256K | 0.05% | 369 |
|
|
2023
Q1 | $3.29M | Sell |
35,727
-518
| -1% | -$47.7K | 0.05% | 380 |
|
|
2022
Q4 | $3.12M | Sell |
36,245
-851
| -2% | -$73.3K | 0.05% | 367 |
|
|
2022
Q3 | $2.93M | Buy |
37,096
+8,798
| +31% | +$694K | 0.05% | 354 |
|
|
2022
Q2 | $2.42M | Buy |
28,298
+5,546
| +24% | +$473K | 0.05% | 371 |
|
|
2022
Q1 | $2.3M | Buy |
+22,752
| New | +$2.3M | 0.04% | 441 |
|