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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$298K Sell
2023
Q2
$377K Buy
2023
Q1
$297K Sell
2022
Q4
$304K Buy
2022
Q3
$274K Buy
2018
Q4
Sell
2018
Q3
$177K Buy
2018
Q2
$72K Hold
2018
Q1
$72K Buy