Advanced Research Investment Solutions, LLC Vanguard Dividend Appreciation Transaction History

Advanced Research Investment Solutions, LLC

  • $0
  • Q1 2024

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 13, 2024
BUY
$150.16 - $171.16 $106,012 - $120,838
706 Added 1.03%
69,207 $11.8 Million
Q3 2023

Nov 09, 2023
BUY
$155.38 - $166.95 $45,526 - $48,916
293 Added 0.43%
68,501 $10.6 Million
Q2 2023

Aug 03, 2023
SELL
$152.74 - $162.43 $1.08 Million - $1.15 Million
-7,064 Reduced 9.38%
68,208 $11.1 Million
Q1 2023

May 09, 2023
SELL
$147.24 - $158.33 $1.31 Million - $1.41 Million
-8,915 Reduced 10.59%
75,272 $11.6 Million
Q4 2022

Feb 10, 2023
BUY
$144.84 - $158.71 $4.63 Million - $5.07 Million
31,973 Added 61.23%
84,187 $12.8 Million
Q3 2022

Nov 07, 2022
SELL
N/A
-689 Reduced 1.3%
52,214 $7.06 Million
Q2 2022

Aug 03, 2022
BUY
N/A
3,918 Added 8.0%
52,903 $7.59 Million
Q1 2022

May 10, 2022
SELL
N/A
-1,688 Reduced 3.33%
48,985 $7.94 Million
Q4 2021

Feb 09, 2022
BUY
N/A
10,229 Added 25.29%
50,673 $8.7 Million
Q3 2021

Nov 04, 2021
BUY
N/A
10,128 Added 33.41%
40,444 $0
Q2 2021

Aug 13, 2021
BUY
N/A
12,000 Added 65.52%
30,316 $4.69 Million
Q1 2021

May 13, 2021
BUY
N/A
10,422 Added 132.02%
18,316 $2.69 Million
Q4 2020

Feb 12, 2021
BUY
N/A
5,880 Added 291.96%
7,894 $1.11 Million
Q3 2020

Nov 13, 2020
BUY
N/A
10 Added 0.5%
2,014 $260,000
Q2 2020

Aug 10, 2020
SELL
N/A
-3,467 Reduced 63.37%
2,004 $236 Million
Q1 2020

May 07, 2020
SELL
N/A
-1,219 Reduced 18.22%
5,471 $566 Million
Q4 2019

Feb 12, 2020
BUY
N/A
6,690 New
6,690 $834 Million

Others Institutions Holding VIG

# of Institutions
2,233
Shares Held
203M
Call Options Held
463K
Put Options Held
229K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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