Polaris Wealth Advisory Group’s Vanguard Industrials ETF VIS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2014
Q2
Sell
-900
Closed -$91K 149
2014
Q1
$91K Sell
900
-160
-15% -$16.2K 0.02% 90
2013
Q4
$106K Hold
1,060
0.03% 90
2013
Q3
$94.8K Buy
+1,060
New +$94.8K 0.03% 87