ARIS
Advanced Research Investment Solutions’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-80
| Closed | -$15K | – | 149 |
|
|
2022
Q3 | $15K | Hold |
80
| – | – | 0.01% | 114 |
|
|
2022
Q2 | $16K | Sell |
80
-50
| -38% | -$10K | 0.01% | 71 |
|
|
2022
Q1 | $31K | Sell |
130
-80
| -38% | -$19.1K | 0.01% | 93 |
|
|
2021
Q4 | $53K | Buy |
210
+50
| +31% | +$12.6K | 0.02% | 90 |
|
|
2021
Q3 | $37.9K | Hold |
160
| – | – | 0.02% | 84 |
|
|
2021
Q2 | $38K | Hold |
160
| – | – | 0.03% | 30 |
|
|
2021
Q1 | $35K | Hold |
160
| – | – | 0.04% | 27 |
|
|
2020
Q4 | $33K | Buy |
+160
| New | +$33K | 0.05% | 25 |
|