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 $793,396. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,525

Previous 1,375 10.91%

Holding current value

$793,396

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

3,543

Shares Held

474M

Call Options Held

2.36M

Put Options Held

2.13M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Polaris Wealth Advisory Group, LLC Vanguard Index Fds S&P 500 ETF Transaction History