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 $30.2 Million. This represents 1.68% of its overall portfolio holdings.
Number of Shares
500,656
Previous 512,196
2.25%
Holding current value
$30.2 Million
Previous $23.7 Million
7.46%
% of portfolio
1.68%
Previous 1.83%
Shares
5 transactions
Others Institutions Holding VEA
# of Institutions
2,845Shares Held
2.31BCall Options Held
349KPut Options Held
115K-
Bank Of America Corp Charlotte, NC195MShares$11.7 Billion0.83% of portfolio
-
Betterment LLC New York, NY134MShares$8.09 Billion16.28% of portfolio
-
Creative Planning Overland Park, KS132MShares$7.97 Billion6.49% of portfolio
-
Envestnet Asset Management Inc99.7MShares$6.02 Billion1.74% of portfolio
-
Morgan Stanley New York, NY65.8MShares$3.97 Billion0.25% of portfolio