Polaris Wealth Advisory Group, LLC Vanguard Small Cap Growth 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 Growth ETF stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 20,704 shares of VBK stock, worth $5.4 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
20,704
Previous 21,478 3.6%
Holding current value
$5.4 Million
Previous $4.93 Million 10.13%
% of portfolio
0.34%
Previous 0.38%

Shares

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

Oct 11, 2023
SELL
$210.59 - $239.48 $162,996 - $185,357
-774 Reduced 3.6%
20,704 $4.43 Million
Q2 2023

Aug 07, 2023
BUY
$209.12 - $229.74 $4.49 Million - $4.93 Million
21,478 New
21,478 $4.93 Million
Q3 2018

Oct 19, 2018
SELL
N/A
-35 Closed
0 $0
Q1 2018

Apr 09, 2018
BUY
N/A
35 New
35 $6,000

Others Institutions Holding VBK

# of Institutions
1,224
Shares Held
46.4M
Call Options Held
49.2K
Put Options Held
36.6K
View Full List

About VANGUARD SMALL-CAP GROWTH ETF

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