PWAG
Polaris Wealth Advisory Group’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $298K | Sell |
1,578
-317
| -17% | -$59.9K | 0.02% | 147 |
|
|
2023
Q2 | $377K | Buy |
1,895
+328
| +21% | +$65.2K | 0.03% | 130 |
|
|
2023
Q1 | $297K | Sell |
1,567
-10
| -0.6% | -$1.9K | 0.02% | 150 |
|
|
2022
Q4 | $304K | Buy |
1,577
+9
| +0.6% | +$1.74K | 0.02% | 152 |
|
|
2022
Q3 | $274K | Buy |
+1,568
| New | +$274K | 0.02% | 141 |
|
|
2018
Q4 | – | Sell |
-1,089
| Closed | -$177K | – | 442 |
|
|
2018
Q3 | $177K | Buy |
1,089
+596
| +121% | +$96.9K | 0.01% | 165 |
|
|
2018
Q2 | $72K | Hold |
493
| – | – | 0.01% | 120 |
|
|
2018
Q1 | $72K | Buy |
+493
| New | +$72K | 0.01% | 196 |
|