Atria Wealth Solutions’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$449K	Sell	1,636 -69	-4%	-$17.4K	0.01%	965
2025 Q1	$421K	Hold	1,705	–	–	0.01%	1281
2024 Q4	$443K	Buy	1,705 +28	+2%	+$7.33K	﹤0.01%	1334
2024 Q3	$425K	Buy	1,677 +78	+5%	+$19.1K	﹤0.01%	1317
2024 Q2	$384K	Buy	1,599 +358	+29%	+$83K	﹤0.01%	1363
2024 Q1	$289K	Buy	+1,241	New	+$275K	﹤0.01%	1575
2023 Q3	–	Sell	-1,358	Closed	-$268K	–	1989
2023 Q2	$268K	Hold	1,358	–	–	﹤0.01%	1513
2023 Q1	$249K	Sell	1,358 -69	-5%	-$12.4K	﹤0.01%	1527
2022 Q4	$245K	Buy	1,427 +1	+0.1%	+$173	﹤0.01%	1478
2022 Q3	$231K	Sell	1,426 -150	-10%	-$26.8K	﹤0.01%	1473
2022 Q2	$267K	Sell	1,576 -757	-32%	-$139K	0.01%	1274
2022 Q1	$476K	Buy	+2,333	New	+$469K	0.01%	1093