Advanced Research Investment Solutions, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Advanced Research Investment Solutions, LLC

$0
Q1 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 10, 2022	SELL	$382.7 - $439.25 $163,030 - $187,120	-426 Closed	0 $0
Q4 2021 Feb 09, 2022	SELL	$394.21 - $439.01 $15,768 - $17,560	-40 Reduced 8.58%	426 $185,000
Q4 2020 Feb 12, 2021	BUY	$299.82 - $343.69 $139,716 - $160,159	466 New	466 $160,000

Others Institutions Holding VOO

# of Institutions

3,155

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

Vanguard Group Inc Valley Forge, PA

30M
Shares

$16.4 Billion
0.29% of portfolio
Jpmorgan Chase & CO New York, NY

23.9M
Shares

$13.1 Billion
1.03% of portfolio
Bank Of America Corp Charlotte, NC

23.4M
Shares

$12.8 Billion
1.04% of portfolio
Raymond James & Associates St Petersburg, FL

23.4M
Shares

$12.8 Billion
7.64% of portfolio
Morgan Stanley New York, NY

22M
Shares

$12 Billion
0.86% of portfolio

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About VANGUARD INDEX FDS S&P 500 ETF

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