Advanced Research Investment Solutions’s Vanguard Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-320	Closed	-$15K	–	149
2022 Q3	$15K	Hold	320	–	–	0.01%	114
2022 Q2	$16K	Sell	320 -200	-38%	-$10.8K	0.01%	71
2022 Q1	$31K	Sell	520 -320	-38%	-$18.8K	0.01%	93
2021 Q4	$53K	Buy	840 +200	+31%	+$12.5K	0.02%	90
2021 Q3	$37.9K	Hold	640	–	–	0.02%	84
2021 Q2	$38K	Hold	640	–	–	0.03%	30
2021 Q1	$35K	Hold	640	–	–	0.04%	27
2020 Q4	$33K	Buy	+640	New	+$31K	0.05%	25

Other funds holding VO

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

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

AWA

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Advanced Research Investment Solutions sold out of Vanguard Mid-Cap ETF (VO) in Q4 2022, closing a stake of 320 shares — an estimated $15K sold.

Advanced Research Investment Solutions first reported a position in VO in Q4 2020 and held it in 8 quarters. The position peaked at $53K in Q4 2021. 1,618 funds tracked by Wall St. Rank hold VO as of Q4 2022.

Advanced Research Investment Solutions reported no remaining Vanguard Mid-Cap ETF position as of Q4 2022 after selling out during the quarter.
Advanced Research Investment Solutions sold 320 Vanguard Mid-Cap ETF shares in Q4 2022, an estimated $15K.
Advanced Research Investment Solutions first reported a position in Vanguard Mid-Cap ETF in Q4 2020 and held it in 8 quarters.
Advanced Research Investment Solutions's Vanguard Mid-Cap ETF position peaked at $53K in Q4 2021.
1,618 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q4 2022.

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