Atria Wealth Solutions’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.36M	Sell	49,362 -63,431	-56%	-$5.16M	0.1%	236
2025 Q1	$9.1M	Sell	112,793 -29,149	-21%	-$2.56M	0.11%	201
2024 Q4	$12.7M	Sell	141,942 -36,470	-20%	-$3.36M	0.14%	154
2024 Q3	$15.9M	Buy	178,412 +59,570	+50%	+$5.15M	0.17%	126
2024 Q2	$9.76M	Sell	118,842 -18,752	-14%	-$1.53M	0.11%	191
2024 Q1	$11.7M	Buy	137,594 +5,059	+4%	+$408K	0.13%	165
2023 Q4	$10.7M	Sell	132,535 -5,554	-4%	-$402K	0.14%	160
2023 Q3	$9.87M	Sell	138,089 -1,368	-1%	-$104K	0.14%	160
2023 Q2	$10.5M	Buy	139,457 +20,427	+17%	+$1.47M	0.14%	146
2023 Q1	$8.58M	Sell	119,030 -1,545	-1%	-$115K	0.13%	162
2022 Q4	$8.48M	Buy	120,575 +3,686	+3%	+$265K	0.14%	164
2022 Q3	$7.79M	Buy	116,889 +15,207	+15%	+$1.12M	0.14%	159
2022 Q2	$6.95M	Buy	101,682 +4,554	+5%	+$339K	0.14%	170
2022 Q1	$8.05M	Buy	+97,128	New	+$7.99M	0.13%	163