ARIS
Advanced Research Investment Solutions’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-426
| Closed | -$185K | – | 260 |
|
|
2021
Q4 | $185K | Sell |
426
-40
| -9% | -$17.4K | 0.07% | 50 |
|
|
2021
Q3 | $188K | Hold |
466
| – | – | 0.1% | 30 |
|
|
2021
Q2 | $184K | Hold |
466
| – | – | 0.17% | 20 |
|
|
2021
Q1 | $170K | Hold |
466
| – | – | 0.2% | 16 |
|
|
2020
Q4 | $160K | Buy |
+466
| New | +$160K | 0.24% | 12 |
|