Advanced Research Investment Solutions’s Vanguard Small-Cap ETF VB Stock Holding History

Advanced Research Investment Solutions’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-330	Closed	-$56K	–	147
2022 Q3	$56K	Hold	330	–	–	0.03%	89
2022 Q2	$58K	Sell	330 -110	-25%	-$21.2K	0.03%	44
2022 Q1	$94K	Hold	440	–	–	0.04%	57
2021 Q4	$99K	Buy	440 +50	+13%	+$11.4K	0.04%	78
2021 Q3	$85.3K	Buy	390 +285	+271%	+$63.4K	0.04%	58
2021 Q2	$24K	Hold	105	–	–	0.02%	40
2021 Q1	$22K	Hold	105	–	–	0.03%	34
2020 Q4	$20K	Buy	+105	New	+$18.5K	0.03%	31

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Advanced Research Investment Solutions's VB Position: Q4 2022 in Review

Advanced Research Investment Solutions sold out of Vanguard Small-Cap ETF (VB) in Q4 2022, closing a stake of 330 shares — an estimated $56K sold.

Advanced Research Investment Solutions first reported a position in VB in Q4 2020 and held it in 8 quarters. The position peaked at $99K in Q4 2021. 1,657 funds tracked by Wall St. Rank hold VB as of Q4 2022.

Advanced Research Investment Solutions reported no remaining Vanguard Small-Cap ETF position as of Q4 2022 after selling out during the quarter.
Advanced Research Investment Solutions sold 330 Vanguard Small-Cap ETF shares in Q4 2022, an estimated $56K.
Advanced Research Investment Solutions first reported a position in Vanguard Small-Cap ETF in Q4 2020 and held it in 8 quarters.
Advanced Research Investment Solutions's Vanguard Small-Cap ETF position peaked at $99K in Q4 2021.
1,657 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2022.

Based on Advanced Research Investment Solutions's 13F filing for Q4 2022, filed 10 Feb 2023.