Polaris Wealth Advisory Group, LLC Vanguard Sht Term Corp Bd 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 Sht Term Corp Bd ETF stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 5,474 shares of VCSH stock, worth $435,183. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,474
Previous 2,879 90.14%
Holding current value
$435,183
Previous $217,000 89.4%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Oct 11, 2023
BUY
$74.99 - $75.99 $194,599 - $197,194
2,595 Added 90.14%
5,474 $411,000
Q2 2023

Aug 07, 2023
SELL
$75.46 - $76.54 $192,498 - $195,253
-2,551 Reduced 46.98%
2,879 $217,000
Q1 2023

May 03, 2023
SELL
$74.76 - $76.57 $48,668 - $49,847
-651 Reduced 10.71%
5,430 $413,000
Q4 2022

Jan 19, 2023
BUY
$73.35 - $75.8 $1,613 - $1,667
22 Added 0.36%
6,081 $0
Q3 2022

Oct 12, 2022
BUY
$74.01 - $77.39 $252,374 - $263,899
3,410 Added 128.73%
6,059 $449,000
Q2 2022

Jul 12, 2022
SELL
$75.21 - $77.95 $451 - $467
-6 Reduced 0.23%
2,649 $202,000
Q1 2022

Apr 19, 2022
BUY
$77.77 - $81.19 $6,377 - $6,657
82 Added 3.19%
2,655 $206,000
Q4 2021

Jan 26, 2022
SELL
$81.21 - $82.44 $974 - $989
-12 Reduced 0.46%
2,573 $209,000
Q3 2021

Oct 18, 2021
BUY
$82.36 - $82.87 $988 - $994
12 Added 0.47%
2,585 $213,000
Q4 2019

Jan 29, 2020
SELL
$80.76 - $81.3 $1,049 - $1,056
-13 Reduced 0.5%
2,573 $209,000
Q3 2019

Oct 09, 2019
SELL
$80.53 - $81.05 $29,796 - $29,988
-370 Reduced 12.52%
2,586 $210,000
Q2 2019

Jul 25, 2019
BUY
N/A
2,956 New
2,956 $238,000
Q1 2019

Apr 09, 2019
SELL
N/A
-8,604 Closed
0 $0
Q4 2018

Jan 17, 2019
SELL
N/A
-1,478 Reduced 14.66%
8,604 $671,000
Q3 2018

Oct 19, 2018
BUY
N/A
2,214 Added 28.14%
10,082 $788,000
Q2 2018

Jul 09, 2018
SELL
N/A
-573 Reduced 6.79%
7,868 $617,000
Q1 2018

Apr 09, 2018
BUY
N/A
1,519 Added 21.94%
8,441 $662,000
Q4 2017

Feb 13, 2018
BUY
N/A
321 Added 4.86%
6,922 $549,000
Q3 2017

Nov 01, 2017
BUY
N/A
6,601
6,601 $529,000

Others Institutions Holding VCSH

# of Institutions
1,503
Shares Held
314M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD SHT-TERM CORP BD ETF

VCSH Quotes by TradingView
  • Ticker VCSH
  • Sector ETFs
  • Industry ETFs
More about VCSH
Track This Portfolio

Track Polaris Wealth Advisory Group, LLC Portfolio

Follow Polaris Wealth Advisory Group, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email