ARIS
Advanced Research Investment Solutions’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-330
| Closed | -$56K | – | 147 |
|
|
2022
Q3 | $56K | Hold |
330
| – | – | 0.03% | 89 |
|
|
2022
Q2 | $58K | Sell |
330
-110
| -25% | -$19.3K | 0.03% | 44 |
|
|
2022
Q1 | $94K | Hold |
440
| – | – | 0.04% | 57 |
|
|
2021
Q4 | $99K | Buy |
440
+50
| +13% | +$11.3K | 0.04% | 78 |
|
|
2021
Q3 | $85.3K | Buy |
390
+285
| +271% | +$62.3K | 0.04% | 58 |
|
|
2021
Q2 | $24K | Hold |
105
| – | – | 0.02% | 40 |
|
|
2021
Q1 | $22K | Hold |
105
| – | – | 0.03% | 34 |
|
|
2020
Q4 | $20K | Buy |
+105
| New | +$20K | 0.03% | 31 |
|