Polaris Wealth Advisory Group, LLC Vanguard Ftse All World Ex Us Transaction History

Polaris Wealth Advisory Group, LLC

$1.3 Billion
Q3 2023

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 03, 2023	BUY	$50.42 - $55.03 $3.81 Million - $4.16 Million	75,599 Added 14.48%	597,679 $32 Million
Q4 2022 Jan 19, 2023	SELL	$44.03 - $52.21 $850,571 - $1.01 Million	-19,318 Reduced 3.57%	522,080 $0
Q3 2022 Oct 12, 2022	BUY	$44.35 - $52.71 $322,513 - $383,307	7,272 Added 1.36%	541,398 $24.2 Million
Q2 2022 Jul 12, 2022	BUY	$49.43 - $58.65 $13.1 Million - $15.6 Million	266,003 Added 99.21%	534,126 $26.7 Million
Q1 2022 Apr 19, 2022	SELL	$53.45 - $62.56 $405,525 - $474,642	-7,587 Reduced 2.75%	268,123 $15.3 Million
Q4 2021 Jan 26, 2022	BUY	$59.38 - $63.62 $233,897 - $250,599	3,939 Added 1.45%	275,710 $16.9 Million
Q3 2021 Oct 18, 2021	SELL	$60.96 - $64.6 $7,985 - $8,462	-131 Reduced 0.05%	271,771 $16.6 Million
Q2 2021 Jul 23, 2021	SELL	$61.4 - $65.28 $732,133 - $778,398	-11,924 Reduced 4.2%	271,902 $17.2 Million
Q1 2021 Apr 19, 2021	SELL	$58.58 - $62.75 $1.49 Million - $1.59 Million	-25,365 Reduced 8.2%	283,826 $17.6 Million
Q4 2020 Jan 25, 2021	SELL	$49.41 - $58.7 $2.24 Million - $2.66 Million	-45,355 Reduced 12.79%	309,191 $18.8 Million
Q3 2020 Oct 15, 2020	SELL	$47.85 - $52.43 $6.19 Million - $6.78 Million	-129,406 Reduced 26.74%	354,546 $18.2 Million
Q2 2020 Jul 13, 2020	BUY	$39.28 - $49.82 $19 Million - $24.1 Million	483,952 New	483,952 $23.2 Million
Q1 2020 Apr 09, 2020	SELL	$35.86 - $54.78 $26.5 Million - $40.5 Million	-739,349 Closed	0 $0
Q4 2019 Jan 29, 2020	BUY	$48.63 - $54.07 $24.8 Million - $27.6 Million	509,996 Added 222.36%	739,349 $40.4 Million
Q3 2019 Oct 09, 2019	SELL	$49.74 - $50.99 $500,732 - $513,316	-10,067 Reduced 4.2%	229,353 $11.2 Million
Q2 2019 Jul 25, 2019	SELL	N/A	-1,527 Reduced 0.63%	239,420 $12.3 Million
Q1 2019 Apr 09, 2019	SELL	N/A	-12,527 Reduced 4.94%	240,947 $12.3 Million
Q4 2018 Jan 17, 2019	SELL	N/A	-6,996 Reduced 2.69%	253,474 $11.6 Million
Q3 2018 Oct 19, 2018	SELL	N/A	-253,996 Reduced 49.37%	260,470 $13.6 Million
Q2 2018 Jul 09, 2018	SELL	N/A	-779 Reduced 0.15%	514,466 $28 Million
Q1 2018 Apr 09, 2018	SELL	N/A	-97,614 Reduced 15.93%	515,245 $28 Million
Q4 2017 Feb 13, 2018	BUY	N/A	24,092 Added 4.09%	612,859 $33.5 Million
Q3 2017 Nov 01, 2017	BUY	N/A	66,180 Added 12.66%	588,767 $31 Million
Q2 2017 Aug 09, 2017	BUY	N/A	522,587	522,587 $26.1 Million

Others Institutions Holding VEU

# of Institutions

1,327

Shares Held

309M

Call Options Held

47.6K

Put Options Held

300

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