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 $5.72 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
28,940
Previous 30,152
4.02%
Holding current value
$5.72 Million
Previous $4.99 Million
7.46%
% of portfolio
0.35%
Previous 0.38%
Shares
5 transactions
Others Institutions Holding VBR
# of Institutions
1,702Shares Held
96.2MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.65 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$791 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$763 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$702 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$475 Million0.45% of portfolio