Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$381,900.35
% of Total Estimate Gain
14.12%

ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC's Vanguard ESG U.S. Stock ETF Holding Summary

As of 2024-03-31, ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC held - shares of Vanguard ESG U.S. Stock ETF(ESGV), totaling N/A. This investment constitutes 0% of their stock portfolio, and ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC now holds -% of the outstanding Vanguard ESG U.S. Stock ETF(ESGV) stock.

The initial trade took place in 2022Q1. And since then ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC has made 3 purchases of ESGV, at an average price of $73.90, for a total of 36,590.00 shares. In addition, there have been 6 sales at an average price of $84.34 for 36,590.00 shares. Based on historical transaction data and ESGV's current price of $110.42, ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC's estimated gain on his ESGV holdings is $381,900.35, reflecting a 14.12% gain to date.

ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC ESGV ($110.42) Holding Chart

ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC ESGV ($110.42) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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