Advanced Research Investment Solutions, LLC Vanguard Whitehall Fds (Vangua Transaction History

Advanced Research Investment Solutions, LLC

$0
Q1 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 10, 2022	SELL	$107.24 - $115.01 $107 - $115	-1 Closed	0 $0
Q4 2021 Feb 09, 2022	SELL	$104.33 - $112.16 $15,023 - $16,151	-144 Reduced 99.31%	1 $0
Q2 2021 Aug 13, 2021	BUY	$101.6 - $107.95 $101 - $107	1 Added 0.69%	145 $15,000
Q1 2021 May 13, 2021	BUY	$90.4 - $101.83 $13,017 - $14,663	144 New	144 $15,000

Others Institutions Holding VYM

# of Institutions

1,797

Shares Held

179M

Call Options Held

1.89M

Put Options Held

525K

Sumitomo Life Insurance CO

15.1M
Shares

$2.02 Billion
38.16% of portfolio
Bank Of America Corp Charlotte, NC

11.3M
Shares

$1.51 Billion
0.12% of portfolio
Morgan Stanley New York, NY

9.68M
Shares

$1.29 Billion
0.09% of portfolio
Lpl Financial LLC Fort Mill, SC

5.4M
Shares

$721 Million
0.32% of portfolio
Envestnet Asset Management Inc

5.03M
Shares

$672 Million
0.21% of portfolio

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

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