Polaris Wealth Advisory Group, LLC Vanguard Small Cap ETF Transaction History

Polaris Wealth Advisory Group, LLC

  • $1.3 Billion
  • Q3 2023

A detailed history of Polaris Wealth Advisory Group, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 1,578 shares of VB stock, worth $341,605. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,578
Previous 1,895 16.73%
Holding current value
$341,605
Previous $376,000 20.74%
% of portfolio
0.02%
Previous 0.03%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 11, 2023
SELL
$186.24 - $208.75 $59,038 - $66,173
-317 Reduced 16.73%
1,578 $298,000
Q2 2023

Aug 07, 2023
BUY
$181.26 - $198.89 $59,453 - $65,235
328 Added 20.93%
1,895 $376,000
Q1 2023

May 03, 2023
SELL
$179.51 - $208.76 $1,795 - $2,087
-10 Reduced 0.63%
1,567 $297,000
Q4 2022

Jan 19, 2023
BUY
$179.99 - $196.57 $1,619 - $1,769
9 Added 0.57%
1,577 $0
Q3 2022

Oct 12, 2022
BUY
N/A
1,568 New
1,568 $274,000
Q4 2018

Jan 17, 2019
SELL
N/A
-1,089 Closed
0 $0
Q3 2018

Oct 19, 2018
BUY
N/A
596 Added 120.89%
1,089 $177,000
Q1 2018

Apr 09, 2018
BUY
N/A
493 New
493 $72,000

Others Institutions Holding VB

# of Institutions
1,971
Shares Held
144M
Call Options Held
176K
Put Options Held
90.8K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
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