ARIS
Advanced Research Investment Solutions’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-16,155
| Closed | -$3.83M | – | 28 |
|
|
2023
Q4 | $3.83M | Buy |
16,155
+1
| +0% | +$237 | 2.39% | 6 |
|
|
2023
Q3 | $3.43M | Buy |
16,154
+49
| +0.3% | +$10.4K | 2.22% | 6 |
|
|
2023
Q2 | $3.55M | Sell |
16,105
-6,001
| -27% | -$1.32M | 2.04% | 6 |
|
|
2023
Q1 | $4.51M | Sell |
22,106
-126
| -0.6% | -$25.7K | 2.58% | 6 |
|
|
2022
Q4 | $4.25M | Buy |
22,232
+94
| +0.4% | +$18K | 2.67% | 6 |
|
|
2022
Q3 | $3.97M | Sell |
22,138
-18,863
| -46% | -$3.39M | 2.45% | 6 |
|
|
2022
Q2 | $7.73M | Sell |
41,001
-1,345
| -3% | -$254K | 4.3% | 3 |
|
|
2022
Q1 | $9.64M | Buy |
42,346
+1,709
| +4% | +$389K | 4.03% | 4 |
|
|
2021
Q4 | $9.81M | Buy |
40,637
+4,564
| +13% | +$1.1M | 3.57% | 4 |
|
|
2021
Q3 | $8.01M | Buy |
36,073
+16,501
| +84% | +$3.66M | 4.1% | 3 |
|
|
2021
Q2 | $4.36M | Buy |
19,572
+18,297
| +1,435% | +$4.08M | 3.92% | 3 |
|
|
2021
Q1 | $264K | Buy |
+1,275
| New | +$264K | 0.31% | 11 |
|
|
2020
Q1 | – | Sell |
-3,435
| Closed | -$562K | – | 22 |
|
|
2019
Q4 | $562K | Buy |
+3,435
| New | +$562K | 4.38% | 6 |
|