Bartlett & Co Wealth Management’s Arch Indices VOI Absolute Income Fund VWI Stock Holding History

Bartlett & Co Wealth Management’s Portfolio VWI Stock Details VWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-400	Closed	-$11.1K	–	1160
2024 Q3	$11.1K	Hold	400	–	–	﹤0.01%	901
2024 Q2	$10.7K	Buy	+400	New	+$10.7K	﹤0.01%	911

Bartlett & Co Wealth Management's VWI Position: Q4 2024 in Review

Bartlett & Co Wealth Management sold out of Arch Indices VOI Absolute Income Fund (VWI) in Q4 2024, closing a stake of 400 shares — an estimated $11.1K sold.

Bartlett & Co Wealth Management first reported a position in VWI in Q2 2024 and held it in 2 quarters. The position peaked at $11.1K in Q3 2024. 0 funds tracked by Wall St. Rank hold VWI as of Q4 2024.

Bartlett & Co Wealth Management reported no remaining Arch Indices VOI Absolute Income Fund position as of Q4 2024 after selling out during the quarter.
Bartlett & Co Wealth Management sold 400 Arch Indices VOI Absolute Income Fund shares in Q4 2024, an estimated $11.1K.
Bartlett & Co Wealth Management first reported a position in Arch Indices VOI Absolute Income Fund in Q2 2024 and held it in 2 quarters.
Bartlett & Co Wealth Management's Arch Indices VOI Absolute Income Fund position peaked at $11.1K in Q3 2024.
0 funds tracked by Wall St. Rank held Arch Indices VOI Absolute Income Fund as of Q4 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.