AWS
Atria Wealth Solutions’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38M | Sell |
124,227
-64,156
| -34% | -$19.6M | 0.86% | 11 |
|
|
2025
Q1 | $51.8M | Sell |
188,383
-675
| -0.4% | -$186K | 0.62% | 23 |
|
|
2024
Q4 | $54.8M | Sell |
189,058
-3,203
| -2% | -$928K | 0.6% | 24 |
|
|
2024
Q3 | $54.6M | Sell |
192,261
-3,321
| -2% | -$942K | 0.59% | 25 |
|
|
2024
Q2 | $52.4M | Sell |
195,582
-6,916
| -3% | -$1.85M | 0.58% | 24 |
|
|
2024
Q1 | $52.6M | Buy |
202,498
+18,276
| +10% | +$4.75M | 0.59% | 19 |
|
|
2023
Q4 | $43.7M | Sell |
184,222
-8,517
| -4% | -$2.02M | 0.55% | 25 |
|
|
2023
Q3 | $40.9M | Buy |
192,739
+4,153
| +2% | +$882K | 0.57% | 23 |
|
|
2023
Q2 | $41.5M | Sell |
188,586
-1,107
| -0.6% | -$244K | 0.57% | 23 |
|
|
2023
Q1 | $38.7M | Buy |
189,693
+7,357
| +4% | +$1.5M | 0.57% | 23 |
|
|
2022
Q4 | $34.9M | Sell |
182,336
-19,530
| -10% | -$3.73M | 0.56% | 25 |
|
|
2022
Q3 | $36.2M | Buy |
201,866
+63,002
| +45% | +$11.3M | 0.63% | 22 |
|
|
2022
Q2 | $26.2M | Sell |
138,864
-20,432
| -13% | -$3.85M | 0.49% | 33 |
|
|
2022
Q1 | $36.3M | Buy |
+159,296
| New | +$36.3M | 0.6% | 22 |
|