Polaris Wealth Advisory Group, LLC Vanguard Total Stock Market Et Transaction History

Polaris Wealth Advisory Group, LLC

$1.3 Billion
Q3 2023

A detailed history of Polaris Wealth Advisory Group, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 2,339 shares of VTI stock, worth $679,222. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,339

Holding current value

$679,222

% of portfolio

0.04%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 11, 2023	BUY	$211.41 - $228.35 $494,487 - $534,110	2,339 New	2,339 $496,000
Q3 2022 Oct 12, 2022	SELL	$179.47 - $216.24 $125,987 - $151,800	-702 Reduced 23.08%	2,339 $423,000
Q2 2022 Jul 12, 2022	BUY	$183.02 - $230.52 $549 - $691	3 Added 0.1%	3,041 $574,000
Q1 2022 Apr 19, 2022	BUY	$209.9 - $242.97 $629 - $728	3 Added 0.1%	3,038 $685,000
Q4 2021 Jan 26, 2022	BUY	$221.73 - $242.96 $329,047 - $360,552	1,484 Added 95.68%	3,035 $733,000
Q3 2021 Oct 18, 2021	SELL	$219.23 - $234.37 $706,139 - $754,905	-3,221 Reduced 67.5%	1,551 $352,000
Q2 2021 Jul 23, 2021	BUY	$209.28 - $222.82 $222,255 - $236,634	1,062 Added 28.63%	4,772 $1.07 Million
Q1 2021 Apr 19, 2021	BUY	$191.87 - $208.85 $236,000 - $256,885	1,230 Added 49.6%	3,710 $794,000
Q3 2020 Oct 15, 2020	SELL	$157.44 - $181.24 $209,080 - $240,686	-1,328 Reduced 34.87%	2,480 $430,000
Q2 2020 Jul 13, 2020	BUY	$122.96 - $164.1 $54,102 - $72,204	440 Added 13.06%	3,808 $600,000
Q1 2020 Apr 09, 2020	BUY	$111.91 - $172.17 $86,394 - $132,915	772 Added 29.74%	3,368 $434,000
Q4 2019 Jan 29, 2020	SELL	$146.61 - $164.29 $90,751 - $101,695	-619 Reduced 19.25%	2,596 $437,000
Q3 2019 Oct 09, 2019	BUY	$150.3 - $153.62 $25,100 - $25,654	167 Added 5.48%	3,215 $471,000
Q2 2019 Jul 25, 2019	SELL	N/A	-190 Reduced 5.87%	3,048 $461,000
Q1 2019 Apr 09, 2019	SELL	N/A	-5,112 Reduced 61.22%	3,238 $474,000
Q4 2018 Jan 17, 2019	BUY	N/A	497 Added 6.33%	8,350 $1.07 Million
Q3 2018 Oct 19, 2018	BUY	N/A	4,502 Added 134.35%	7,853 $1.18 Million
Q2 2018 Jul 09, 2018	SELL	N/A	-5,333 Reduced 61.41%	3,351 $455,000
Q1 2018 Apr 09, 2018	SELL	N/A	-4,424 Reduced 33.75%	8,684 $1.18 Million
Q4 2017 Feb 13, 2018	SELL	N/A	-3,809 Reduced 22.52%	13,108 $1.8 Million
Q3 2017 Nov 01, 2017	SELL	N/A	-84,728 Reduced 83.36%	16,917 $2.19 Million
Q2 2017 Aug 09, 2017	BUY	N/A	101,645	101,645 $12.7 Million

Others Institutions Holding VTI

# of Institutions

3,046

Shares Held

454M

Call Options Held

1.81M

Put Options Held

618K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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 Total Stock Market Et Transaction History