PWAG
Polaris Wealth Advisory Group’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.43M | Sell |
20,704
-774
| -4% | -$166K | 0.34% | 83 |
|
|
2023
Q2 | $4.93M | Buy |
+21,478
| New | +$4.93M | 0.37% | 79 |
|
|
2018
Q3 | – | Sell |
-35
| Closed | -$6K | – | 543 |
|
|
2018
Q2 | $6K | Hold |
35
| – | – | ﹤0.01% | 222 |
|
|
2018
Q1 | $6K | Buy |
+35
| New | +$6K | ﹤0.01% | 398 |
|
|
2014
Q2 | – | Sell |
-1,257
| Closed | -$156K | – | 141 |
|
|
2014
Q1 | $156K | Sell |
1,257
-168
| -12% | -$20.9K | 0.04% | 76 |
|
|
2013
Q4 | $174K | Buy |
1,425
+653
| +85% | +$79.7K | 0.04% | 80 |
|
|
2013
Q3 | $88.4K | Buy |
772
+200
| +35% | +$22.9K | 0.03% | 88 |
|
|
2013
Q2 | $58.9K | Buy |
+572
| New | +$58.9K | 0.02% | 79 |
|