Atria Wealth Solutions’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.13M | Sell |
24,798
-3,473
| -12% | -$999K | 0.16% | 142 |
|
|
2025
Q1 | $7.27M | Sell |
28,271
-445
| -2% | -$114K | 0.09% | 241 |
|
|
2024
Q4 | $7.74M | Sell |
28,716
-1,563
| -5% | -$422K | 0.08% | 244 |
|
|
2024
Q3 | $7.98M | Buy |
30,279
+7,245
| +31% | +$1.91M | 0.09% | 237 |
|
|
2024
Q2 | $5.76M | Sell |
23,034
-4,644
| -17% | -$1.16M | 0.06% | 304 |
|
|
2024
Q1 | $6.64M | Buy |
27,678
+2,974
| +12% | +$713K | 0.07% | 269 |
|
|
2023
Q4 | $5.39M | Sell |
24,704
-3,255
| -12% | -$710K | 0.07% | 294 |
|
|
2023
Q3 | $5.47M | Sell |
27,959
-809
| -3% | -$158K | 0.08% | 268 |
|
|
2023
Q2 | $5.83M | Sell |
28,768
-196
| -0.7% | -$39.7K | 0.08% | 245 |
|
|
2023
Q1 | $5.41M | Buy |
28,964
+1,892
| +7% | +$353K | 0.08% | 248 |
|
|
2022
Q4 | $4.72M | Buy |
27,072
+3,433
| +15% | +$598K | 0.08% | 264 |
|
|
2022
Q3 | $3.87M | Buy |
23,639
+3,026
| +15% | +$495K | 0.07% | 288 |
|
|
2022
Q2 | $3.55M | Sell |
20,613
-4,165
| -17% | -$718K | 0.07% | 291 |
|
|
2022
Q1 | $5.17M | Buy |
+24,778
| New | +$5.17M | 0.09% | 245 |
|