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 $2.23 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

5,753

Previous 2,158 166.59%

Holding current value

$2.23 Million

Previous $610,000 156.72%

% of portfolio

0.12%

Previous 0.05%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	N/A	-963 Closed	0 $0
Q2 2021 Jul 23, 2021	BUY	N/A	963 New	963 $277,000
Q1 2020 Apr 09, 2020	SELL	N/A	-1,142 Closed	0 $0

Q4 2019 Jan 29, 2020	BUY	N/A	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

2,197

Shares Held

221M

Call Options Held

174K

Put Options Held

57.1K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

More about VUG

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Polaris Wealth Advisory Group, LLC Vanguard Growth ETF Transaction History