Polaris Wealth Advisory Group, LLC Vanguard Small Cap Value 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 Value ETF stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 28,940 shares of VBR stock, worth $5.21 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
28,940
Previous 30,152
4.02%
Holding current value
$5.21 Million
Previous $4.99 Million
7.46%
% of portfolio
0.35%
Previous 0.38%
Shares
5 transactions
Others Institutions Holding VBR
# of Institutions
1,446Shares Held
88.9MCall Options Held
62.7KPut Options Held
18.5K-
Bank Of America Corp Charlotte, NC15.8MShares$2.84 Billion0.29% of portfolio
-
Betterment LLC New York, NY4.26MShares$767 Million2.2% of portfolio
-
Morgan Stanley New York, NY4.16MShares$750 Million0.06% of portfolio
-
Assetmark, Inc3.53MShares$636 Million2.22% of portfolio
-
Jones Financial Companies Lllp3.04MShares$547 Million0.79% of portfolio