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 $956,236. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,525

Previous 1,375 10.91%

Holding current value

$956,236

Previous $560,000 6.79%

% of portfolio

0.05%

Previous 0.04%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 11, 2023	BUY	$392.7 - $420.68 $58,905 - $63,102	150 Added 10.91%	1,525 $598,000
Q2 2023 Aug 07, 2023	SELL	$371.44 - $407.28 $41,229 - $45,208	-111 Reduced 7.47%	1,375 $560,000
Q1 2023 May 03, 2023	BUY	$348.66 - $382.94 $11,505 - $12,637	33 Added 2.27%	1,486 $558,000
Q4 2022 Jan 19, 2023	SELL	$327.64 - $374.54 $227,054 - $259,556	-693 Reduced 32.29%	1,453 $0
Q3 2022 Oct 12, 2022	BUY	$328.3 - $395.04 $704,531 - $847,755	2,146 New	2,146 $710,000
Q1 2022 Apr 19, 2022	SELL	$382.7 - $439.25 $202,448 - $232,363	-529 Closed	0 $0
Q4 2021 Jan 26, 2022	BUY	$394.21 - $439.01 $208,537 - $232,236	529 New	529 $231,000
Q3 2020 Oct 15, 2020	SELL	$285.37 - $328.74 $779,060 - $897,460	-2,730 Closed	0 $0
Q2 2020 Jul 13, 2020	SELL	$226.15 - $297.17 $55,180 - $72,509	-244 Reduced 8.2%	2,730 $779,000
Q1 2020 Apr 09, 2020	BUY	$204.27 - $310.92 $607,498 - $924,676	2,974 New	2,974 $704,000
Q4 2018 Jan 17, 2019	SELL	$215.07 - $268.24 $176,357 - $219,956	-820 Closed	0 $0
Q3 2018 Oct 19, 2018	BUY	$248.79 - $269.75 $13,185 - $14,296	53 Added 6.91%	820 $219,000
Q1 2018 Apr 09, 2018	SELL	$236.79 - $263.36 $45,700 - $50,828	-193 Reduced 20.1%	767 $186,000
Q4 2017 Feb 13, 2018	BUY	$231.73 - $247.65 $15,989 - $17,087	69 Added 7.74%	960 $235,000
Q3 2017 Nov 01, 2017	BUY	$228.78 - $230.76 $203,842 - $205,607	891	891 $206,000

Others Institutions Holding VOO

# of Institutions

3,803

Shares Held

513M

Call Options Held

2.83M

Put Options Held

3.09M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

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 Index Fds S&P 500 ETF Transaction History