Polaris Wealth Advisory Group, LLC Vanguard Intermediate Term Tre Transaction History

Polaris Wealth Advisory Group, LLC

$1.3 Billion
Q3 2023

A detailed history of Polaris Wealth Advisory Group, LLC transactions in Vanguard Intermediate Term Tre stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 290,265 shares of VGIT stock, worth $16.9 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares

290,265

Previous 304,870 4.79%

Holding current value

$16.9 Million

Previous $17.9 Million 7.24%

% of portfolio

1.27%

Previous 1.38%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 11, 2023	SELL	$56.93 - $59.05 $831,462 - $862,425	-14,605 Reduced 4.79%	290,265 $16.6 Million
Q2 2023 Aug 07, 2023	BUY	$58.61 - $60.65 $222,366 - $230,106	3,794 Added 1.26%	304,870 $17.9 Million
Q1 2023 May 03, 2023	BUY	$57.72 - $60.39 $20,086 - $21,015	348 Added 0.12%	301,076 $18.1 Million
Q4 2022 Jan 19, 2023	SELL	$57.14 - $59.67 $42,797 - $44,692	-749 Reduced 0.25%	300,728 $0
Q3 2022 Oct 12, 2022	BUY	$57.73 - $62.32 $17.4 Million - $18.8 Million	301,477 New	301,477 $17.4 Million

Others Institutions Holding VGIT

# of Institutions

753

Shares Held

387M

Call Options Held

26.7K

Put Options Held

12K

View Full List

About VANGUARD INTERMEDIATE-TERM TRE

Ticker VGIT
Sector ETFs
Industry ETFs

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Polaris Wealth Advisory Group, LLC Vanguard Intermediate Term Tre Transaction History