Polaris Wealth Advisory Group, LLC Vanguard Value 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 Value ETF stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 11,190 shares of VTV stock, worth $1.79 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
11,190
Previous 4,270
162.06%
Holding current value
$1.79 Million
Previous $606,000
154.62%
% of portfolio
0.12%
Previous 0.05%
Shares
7 transactions
Others Institutions Holding VTV
# of Institutions
2,155Shares Held
493MCall Options Held
259KPut Options Held
44.5K-
Bank Of America Corp Charlotte, NC112MShares$17.9 Billion1.72% of portfolio
-
Jones Financial Companies Lllp49.1MShares$7.88 Billion10.91% of portfolio
-
Morgan Stanley New York, NY28.9MShares$4.63 Billion0.38% of portfolio
-
Envestnet Asset Management Inc19.7MShares$3.15 Billion1.22% of portfolio
-
Ubs Group Ag12.5MShares$2.01 Billion0.51% of portfolio