Advanced Research Investment Solutions’s Vanguard ESG International Stock ETF VSGX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-16,553	Closed	-$915K	–	27
2023 Q4	$915K	Sell	16,553 -1,848	-10%	-$95.5K	0.57%	16
2023 Q3	$928K	Sell	18,401 -581	-3%	-$30.6K	0.6%	15
2023 Q2	$1.01M	Buy	18,982 +49	+0.3%	+$2.6K	0.58%	15
2023 Q1	$991K	Sell	18,933 -2,288	-11%	-$119K	0.57%	17
2022 Q4	$1.04M	Buy	21,221 +12,101	+133%	+$575K	0.66%	14
2022 Q3	$396K	Sell	9,120 -1,663	-15%	-$80.9K	0.24%	18
2022 Q2	$529K	Buy	10,783 +131	+1%	+$6.91K	0.29%	17
2022 Q1	$609K	Buy	+10,652	New	+$625K	0.25%	22

Other funds holding VSGX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

LWL

Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return

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

Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

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

FWI

Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

Advanced Research Investment Solutions's VSGX Position: Q1 2024 in Review

Advanced Research Investment Solutions sold out of Vanguard ESG International Stock ETF (VSGX) in Q1 2024, closing a stake of 16,553 shares — an estimated $915K sold.

Advanced Research Investment Solutions first reported a position in VSGX in Q1 2022 and held it in 8 quarters. The position peaked at $1.04M in Q4 2022. 315 funds tracked by Wall St. Rank hold VSGX as of Q1 2024.

Advanced Research Investment Solutions reported no remaining Vanguard ESG International Stock ETF position as of Q1 2024 after selling out during the quarter.
Advanced Research Investment Solutions sold 16,553 Vanguard ESG International Stock ETF shares in Q1 2024, an estimated $915K.
Advanced Research Investment Solutions first reported a position in Vanguard ESG International Stock ETF in Q1 2022 and held it in 8 quarters.
Advanced Research Investment Solutions's Vanguard ESG International Stock ETF position peaked at $1.04M in Q4 2022.
315 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q1 2024.

Based on Advanced Research Investment Solutions's 13F filing for Q1 2024.