Polaris Wealth Advisory Group, LLC Vanguard Growth 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 Growth ETF stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 5,753 shares of VUG stock, worth $2.29 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,753
Previous 2,158 166.59%
Holding current value
$2.29 Million
Previous $610,000 156.72%
% of portfolio
0.12%
Previous 0.05%

Shares

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

Oct 11, 2023
BUY
$269.56 - $293.5 $969,068 - $1.06 Million
3,595 Added 166.59%
5,753 $1.57 Million
Q2 2023

Aug 07, 2023
BUY
$243.06 - $282.96 $524,523 - $610,627
2,158 New
2,158 $610,000
Q3 2021

Oct 18, 2021
SELL
$286.49 - $308.98 $275,889 - $297,547
-963 Closed
0 $0
Q2 2021

Jul 23, 2021
BUY
$257.69 - $287.23 $248,155 - $276,602
963 New
963 $277,000
Q1 2020

Apr 09, 2020
SELL
$137.53 - $201.6 $157,059 - $230,227
-1,142 Closed
0 $0
Q4 2019

Jan 29, 2020
BUY
$161.84 - $183.14 $184,821 - $209,145
1,142 New
1,142 $218,000
Q4 2018

Jan 17, 2019
SELL
N/A
-2,161 Closed
0 $0
Q3 2018

Oct 19, 2018
BUY
N/A
620 Added 40.23%
2,161 $348,000
Q2 2018

Jul 09, 2018
SELL
N/A
-531 Reduced 25.63%
1,541 $219,000
Q1 2018

Apr 09, 2018
BUY
N/A
118 Added 6.04%
2,072 $294,000
Q4 2017

Feb 13, 2018
BUY
N/A
10 Added 0.51%
1,954 $275,000
Q3 2017

Nov 01, 2017
BUY
N/A
1,944
1,944 $258,000

Others Institutions Holding VUG

# of Institutions
2,374
Shares Held
241M
Call Options Held
240K
Put Options Held
155K
View Full List

About VANGUARD GROWTH ETF

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