Polaris Wealth Advisory Group, LLC Vanguard Bd Index Fd Inc Short Transaction History

Polaris Wealth Advisory Group, LLC

$1.3 Billion
Q3 2023

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Jan 17, 2019	SELL	N/A	-704 Closed	0 $0
Q3 2018 Oct 19, 2018	BUY	N/A	79 Added 12.64%	704 $55,000
Q1 2018 Apr 09, 2018	BUY	N/A	625 New	625 $49,000

Others Institutions Holding BSV

# of Institutions

1,230

Shares Held

353M

Call Options Held

8.1K

Put Options Held

0

Envestnet Asset Management Inc

48.4M
Shares

$3.72 Billion
1.41% of portfolio
Morgan Stanley New York, NY

27.9M
Shares

$2.15 Billion
0.17% of portfolio
Mercer Global Advisors Inc Denver, CO

23.6M
Shares

$1.82 Billion
5.15% of portfolio
Goldman Sachs Group Inc New York, NY

19.2M
Shares

$1.48 Billion
0.27% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

13.7M
Shares

$1.06 Billion
3.95% of portfolio

About VANGUARD BD INDEX FD INC SHORT

Ticker BSV
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