ARIS
Advanced Research Investment Solutions’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-18,023
| Closed | -$863K | – | 25 |
|
|
2023
Q4 | $863K | Buy |
18,023
+65
| +0.4% | +$3.11K | 0.54% | 17 |
|
|
2023
Q3 | $785K | Buy |
17,958
+102
| +0.6% | +$4.46K | 0.51% | 17 |
|
|
2023
Q2 | $825K | Sell |
17,856
-13,833
| -44% | -$639K | 0.48% | 17 |
|
|
2023
Q1 | $1.43M | Buy |
31,689
+106
| +0.3% | +$4.79K | 0.82% | 12 |
|
|
2022
Q4 | $1.33M | Buy |
31,583
+328
| +1% | +$13.8K | 0.83% | 12 |
|
|
2022
Q3 | $1.14M | Sell |
31,255
-62,893
| -67% | -$2.29M | 0.7% | 11 |
|
|
2022
Q2 | $3.84M | Sell |
94,148
-2,218
| -2% | -$90.5K | 2.13% | 8 |
|
|
2022
Q1 | $4.63M | Buy |
96,366
+3,212
| +3% | +$154K | 1.93% | 7 |
|
|
2021
Q4 | $4.76M | Buy |
93,154
+13,286
| +17% | +$678K | 1.73% | 7 |
|
|
2021
Q3 | $4.03M | Buy |
79,868
+36,314
| +83% | +$1.83M | 2.07% | 6 |
|
|
2021
Q2 | $2.24M | Buy |
43,554
+38,653
| +789% | +$1.99M | 2.02% | 5 |
|
|
2021
Q1 | $241K | Hold |
4,901
| – | – | 0.28% | 12 |
|
|
2020
Q4 | $231K | Buy |
+4,901
| New | +$231K | 0.35% | 8 |
|
|
2020
Q2 | – | Sell |
-6,840
| Closed | -$228K | – | 26 |
|
|
2020
Q1 | $228K | Sell |
6,840
-1,144
| -14% | -$38.1K | 0.72% | 5 |
|
|
2019
Q4 | $352K | Buy |
+7,984
| New | +$352K | 2.74% | 7 |
|