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 $436,715. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,474
Previous 2,879
90.14%
Holding current value
$436,715
Previous $217,000
89.4%
% of portfolio
0.03%
Previous 0.02%
Shares
19 transactions
Others Institutions Holding VCSH
# of Institutions
1,523Shares Held
318MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC64MShares$5.11 Billion0.38% of portfolio
-
Prudential PLC London, England, X020.9MShares$1.66 Billion8.39% of portfolio
-
Morgan Stanley New York, NY17.3MShares$1.38 Billion0.09% of portfolio
-
Envestnet Asset Management Inc7.72MShares$616 Million0.19% of portfolio
-
Wells Fargo & Company San Francisco, CA5.84MShares$466 Million0.1% of portfolio