Atria Wealth Solutions’s Vanguard Total Stock Market ETF VTI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$38M	Sell	124,227 -64,156	-34%	-$18M	0.86%	11
2025 Q1	$51.8M	Sell	188,383 -675	-0.4%	-$196K	0.62%	23
2024 Q4	$54.8M	Sell	189,058 -3,203	-2%	-$935K	0.6%	24
2024 Q3	$54.6M	Sell	192,261 -3,321	-2%	-$906K	0.59%	25
2024 Q2	$52.4M	Sell	195,582 -6,916	-3%	-$1.79M	0.58%	24
2024 Q1	$52.6M	Buy	202,498 +18,276	+10%	+$4.52M	0.59%	19
2023 Q4	$43.7M	Sell	184,222 -8,517	-4%	-$1.88M	0.55%	25
2023 Q3	$40.9M	Buy	192,739 +4,153	+2%	+$919K	0.57%	23
2023 Q2	$41.5M	Sell	188,586 -1,107	-0.6%	-$231K	0.57%	23
2023 Q1	$38.7M	Buy	189,693 +7,357	+4%	+$1.47M	0.57%	23
2022 Q4	$34.9M	Sell	182,336 -19,530	-10%	-$3.76M	0.56%	25
2022 Q3	$36.2M	Buy	201,866 +63,002	+45%	+$12.6M	0.63%	22
2022 Q2	$26.2M	Sell	138,864 -20,432	-13%	-$4.2M	0.53%	38
2022 Q1	$36.3M	Buy	+159,296	New	+$35.8M	0.6%	22