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 $2 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
11,190
Previous 4,270 162.06%
Holding current value
$2 Million
Previous $606,000 154.62%
% of portfolio
0.12%
Previous 0.05%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 11, 2023
BUY
$137.93 - $147.18 $954,475 - $1.02 Million
6,920 Added 162.06%
11,190 $1.54 Million
Q2 2023

Aug 07, 2023
BUY
$134.74 - $142.42 $575,339 - $608,133
4,270 New
4,270 $606,000
Q4 2018

Jan 17, 2019
SELL
N/A
-2,205 Closed
0 $0
Q3 2018

Oct 19, 2018
BUY
N/A
359 Added 19.45%
2,205 $244,000
Q2 2018

Jul 09, 2018
SELL
N/A
-238 Reduced 11.42%
1,846 $190,000
Q1 2018

Apr 09, 2018
BUY
N/A
169 Added 8.83%
2,084 $215,000
Q4 2017

Feb 13, 2018
BUY
N/A
1,915
1,915 $204,000

Others Institutions Holding VTV

# of Institutions
2,519
Shares Held
542M
Call Options Held
539K
Put Options Held
93.6K
View Full List

About VANGUARD VALUE ETF

VTV Quotes by TradingView
  • Ticker VTV
  • Sector ETFs
  • Industry ETFs
More about VTV
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