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 $5.5 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
28,940
Previous 30,152 4.02%
Holding current value
$5.5 Million
Previous $4.99 Million 7.46%
% of portfolio
0.35%
Previous 0.38%

Shares

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

Oct 11, 2023
SELL
$157.33 - $174.39 $190,683 - $211,360
-1,212 Reduced 4.02%
28,940 $4.62 Million
Q2 2023

Aug 07, 2023
BUY
$150.74 - $165.4 $4.55 Million - $4.99 Million
30,152 New
30,152 $4.99 Million
Q4 2018

Jan 17, 2019
SELL
N/A
-526 Closed
0 $0
Q3 2018

Oct 19, 2018
BUY
N/A
177 Added 50.72%
526 $73,000
Q1 2018

Apr 09, 2018
BUY
N/A
349 New
349 $45,000

Others Institutions Holding VBR

# of Institutions
1,704
Shares Held
92.9M
Call Options Held
42.9K
Put Options Held
7K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

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