PWAG
Polaris Wealth Advisory Group’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-112
| Closed | -$17K | – | 545 |
|
|
2018
Q2 | $17K | Hold |
112
| – | – | ﹤0.01% | 181 |
|
|
2018
Q1 | $17K | Buy |
+112
| New | +$17K | ﹤0.01% | 311 |
|
|
2014
Q2 | – | Sell |
-779
| Closed | -$88K | – | 150 |
|
|
2014
Q1 | $88K | Sell |
779
-145
| -16% | -$16.4K | 0.02% | 94 |
|
|
2013
Q4 | $102K | Buy |
+924
| New | +$102K | 0.03% | 94 |
|