Polaris Wealth Advisory Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Polaris Wealth Advisory Group’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$298K	Sell	1,578 -317	-17%	-$63.2K	0.02%	147
2023 Q2	$377K	Buy	1,895 +328	+21%	+$62K	0.03%	130
2023 Q1	$297K	Sell	1,567 -10	-0.6%	-$1.94K	0.02%	150
2022 Q4	$304K	Buy	1,577 +9	+0.6%	+$1.67K	0.02%	152
2022 Q3	$274K	Buy	+1,568	New	+$296K	0.02%	141
2018 Q4	–	Sell	-1,089	Closed	-$177K	–	441
2018 Q3	$177K	Buy	1,089 +596	+121%	+$96.4K	0.01%	165
2018 Q2	$72K	Hold	493	–	–	0.01%	120
2018 Q1	$72K	Buy	+493	New	+$73.6K	0.01%	196

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Polaris Wealth Advisory Group's VB Position: Q3 2023 in Review

Polaris Wealth Advisory Group reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 17% in Q3 2023, selling an estimated $63.2K and leaving 1,578 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #147.

Polaris Wealth Advisory Group first reported a position in VB in Q1 2018 and has held it in 8 quarters since. The position peaked at $377K in Q2 2023. 1,671 funds tracked by Wall St. Rank hold VB as of Q3 2023.

Polaris Wealth Advisory Group held 1,578 shares of Vanguard Morningstar Small-Cap ETF worth $298K as of Q3 2023.
Polaris Wealth Advisory Group sold 317 Vanguard Morningstar Small-Cap ETF shares in Q3 2023, an estimated $63.2K.
Vanguard Morningstar Small-Cap ETF made up 0.02% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #147 holding.
Polaris Wealth Advisory Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2018 and has held it in 8 quarters since.
Polaris Wealth Advisory Group's Vanguard Morningstar Small-Cap ETF position peaked at $377K in Q2 2023.
1,671 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.