Polaris Wealth Advisory Group, LLC Vanguard Ftse Developed Market Transaction History

Polaris Wealth Advisory Group, LLC

$1.3 Billion
Q3 2023

A detailed history of Polaris Wealth Advisory Group, LLC transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 500,656 shares of VEA stock, worth $25.3 Million. This represents 1.68% of its overall portfolio holdings.

Number of Shares

500,656

Previous 512,196 2.25%

Holding current value

$25.3 Million

Previous $23.7 Million 7.46%

% of portfolio

1.68%

Previous 1.83%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 11, 2023	SELL	$43.5 - $47.63 $501,990 - $549,650	-11,540 Reduced 2.25%	500,656 $21.9 Million
Q2 2023 Aug 07, 2023	BUY	$44.63 - $47.33 $22.9 Million - $24.2 Million	512,196 New	512,196 $23.7 Million
Q4 2018 Jan 17, 2019	SELL	$35.84 - $43.38 $141,209 - $170,917	-3,940 Closed	0 $0
Q3 2018 Oct 19, 2018	BUY	$41.81 - $43.94 $10,703 - $11,248	256 Added 6.95%	3,940 $170,000
Q1 2018 Apr 09, 2018	BUY	$43.31 - $47.88 $159,554 - $176,389	3,684 New	3,684 $163,000

Others Institutions Holding VEA

# of Institutions

2,260

Shares Held

2.06B

Call Options Held

354K

Put Options Held

184K

View Full List

About VANGUARD FTSE DEVELOPED MARKET

Ticker VEA
Sector ETFs
Industry ETFs

More about VEA

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 Ftse Developed Market Transaction History