Polaris Wealth Advisory Group, LLC Vanguard Intermediate Term Cor Transaction History

Polaris Wealth Advisory Group, LLC

$1.3 Billion
Q3 2023

A detailed history of Polaris Wealth Advisory Group, LLC transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 2,775 shares of VCIT stock, worth $223,332. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,775

Previous 2,731 1.61%

Holding current value

$223,332

Previous $215,000 2.33%

% of portfolio

0.02%

Previous 0.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 11, 2023	BUY	$75.83 - $79.4 $3,336 - $3,493	44 Added 1.61%	2,775 $210,000
Q2 2023 Aug 07, 2023	BUY	$78.33 - $80.78 $1,958 - $2,019	25 Added 0.92%	2,731 $215,000
Q1 2023 May 03, 2023	SELL	$77.23 - $81.35 $47,805 - $50,355	-619 Reduced 18.62%	2,706 $217,000
Q4 2022 Jan 19, 2023	SELL	$74.73 - $79.75 $100,063 - $106,785	-1,339 Reduced 28.71%	3,325 $0
Q3 2022 Oct 12, 2022	BUY	N/A	4,664 New	4,664 $350,000

Q1 2019 Apr 09, 2019	SELL	N/A	-3,151 Closed	0 $0
Q4 2018 Jan 17, 2019	SELL	N/A	-12 Reduced 0.38%	3,151 $261,000
Q3 2018 Oct 19, 2018	BUY	N/A	408 Added 14.81%	3,163 $264,000
Q1 2018 Apr 09, 2018	SELL	N/A	-13,827 Reduced 83.39%	2,755 $234,000
Q4 2017 Feb 13, 2018	SELL	N/A	-10,442 Reduced 38.64%	16,582 $1.45 Million
Q3 2017 Nov 01, 2017	BUY	N/A	4,094 Added 17.85%	27,024 $2.38 Million
Q2 2017 Aug 09, 2017	BUY	N/A	22,930	22,930 $2.01 Million

Others Institutions Holding VCIT

# of Institutions

1,108

Shares Held

463M

Call Options Held

87.4K

Put Options Held

22.8K

View Full List

About VANGUARD INTERMEDIATE-TERM COR

Ticker VCIT
Sector ETFs
Industry ETFs

More about VCIT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Polaris Wealth Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Polaris Wealth Advisory Group, LLC with notifications on news.

Account

Polaris Wealth Advisory Group, LLC Vanguard Intermediate Term Cor Transaction History