Advanced Research Investment Solutions, LLC Vanguard Mid Cap ETF Transaction History

Advanced Research Investment Solutions, LLC

$0
Q1 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 03, 2022	SELL	$190.36 - $240.41 $9,518 - $12,020	-50 Reduced 38.46%	80 $16,000
Q1 2022 May 10, 2022	SELL	$219.86 - $253.39 $17,588 - $20,271	-80 Reduced 38.1%	130 $31,000
Q4 2021 Feb 09, 2022	BUY	$236.98 - $261.2 $11,849 - $13,060	50 Added 31.25%	210 $53,000
Q4 2020 Feb 12, 2021	BUY	$176.14 - $208.21 $28,182 - $33,313	160 New	160 $33,000

Others Institutions Holding VO

# of Institutions

2,092

Shares Held

173M

Call Options Held

57K

Put Options Held

93.7K

Wells Fargo & Company San Francisco, CA

22.3M
Shares

$6.1 Billion
1.35% of portfolio
Bank Of America Corp Charlotte, NC

16.1M
Shares

$4.4 Billion
0.36% of portfolio
Jones Financial Companies Lllp

14.5M
Shares

$3.96 Billion
3.92% of portfolio
Creative Planning Overland Park, KS

8.18M
Shares

$2.24 Billion
2.14% of portfolio
Morgan Stanley New York, NY

7.37M
Shares

$2.02 Billion
0.14% of portfolio

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