Advanced Research Investment Solutions’s Vanguard FTSE Pacific ETF VPL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1,651	Closed	-$95K	–	150
2022 Q3	$95K	Buy	1,651 +4	+0.2%	+$256	0.06%	61
2022 Q2	$105K	Buy	1,647 +14	+0.9%	+$957	0.06%	33
2022 Q1	$121K	Buy	1,633 +1	+0.1%	+$75	0.05%	50
2021 Q4	$127K	Buy	1,632 +30	+2%	+$2.4K	0.05%	66
2021 Q3	$130K	Buy	+1,602	New	+$132K	0.07%	39
2020 Q4	–	Sell	-1,565	Closed	-$107K	–	70
2020 Q3	$107K	Buy	1,565 +7	+0.4%	+$468	0.2%	8
2020 Q2	$99.2K	Buy	1,558 +6	+0.4%	+$362	0.26%	7
2020 Q1	$85.6K	Buy	+1,552	New	+$99.1K	0.27%	7

Other funds holding VPL

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

RJA

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Advanced Research Investment Solutions sold out of Vanguard FTSE Pacific ETF (VPL) in Q4 2022, closing a stake of 1,651 shares — an estimated $95K sold.

Advanced Research Investment Solutions first reported a position in VPL in Q1 2020 and held it in 8 quarters. The position peaked at $130K in Q3 2021. 327 funds tracked by Wall St. Rank hold VPL as of Q4 2022.

Advanced Research Investment Solutions reported no remaining Vanguard FTSE Pacific ETF position as of Q4 2022 after selling out during the quarter.
Advanced Research Investment Solutions sold 1,651 Vanguard FTSE Pacific ETF shares in Q4 2022, an estimated $95K.
Advanced Research Investment Solutions first reported a position in Vanguard FTSE Pacific ETF in Q1 2020 and held it in 8 quarters.
Advanced Research Investment Solutions's Vanguard FTSE Pacific ETF position peaked at $130K in Q3 2021.
327 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q4 2022.

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