Polaris Wealth Advisory Group, LLC Vanguard Index Fds S&P 500 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 Index Fds S&P 500 ETF stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 1,525 shares of VOO stock, worth $803,171. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,525
Previous 1,375
10.91%
Holding current value
$803,171
Previous $560,000
6.79%
% of portfolio
0.05%
Previous 0.04%
Shares
15 transactions
Others Institutions Holding VOO
# of Institutions
3,523Shares Held
474MCall Options Held
2.36MPut Options Held
2.13M-
Vanguard Group Inc Valley Forge, PA32.5MShares$17.1 Billion0.31% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL26.4MShares$13.9 Billion5.4% of portfolio
-
Bank Of America Corp Charlotte, NC23.9MShares$12.6 Billion1.1% of portfolio
-
Jpmorgan Chase & CO New York, NY23.6MShares$12.4 Billion1.04% of portfolio
-
Raymond James & Associates St Petersburg, FL23.4MShares$12.3 Billion7.64% of portfolio