Polaris Wealth Advisory Group’s Vanguard Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-448	Closed	-$17K	–	545
2018 Q2	$17K	Hold	448	–	–	﹤0.01%	181
2018 Q1	$17K	Buy	+448	New	+$17.6K	﹤0.01%	311
2014 Q2	–	Sell	-3,116	Closed	-$88K	–	150
2014 Q1	$88K	Sell	3,116 -580	-16%	-$16.1K	0.02%	94
2013 Q4	$102K	Buy	+3,696	New	+$98.4K	0.03%	94

Other funds holding VO

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Polaris Wealth Advisory Group's VO Position: Q3 2018 in Review

Polaris Wealth Advisory Group sold out of Vanguard Mid-Cap ETF (VO) in Q3 2018, closing a stake of 448 shares — an estimated $17K sold.

Polaris Wealth Advisory Group first reported a position in VO in Q4 2013 and held it in 4 quarters. The position peaked at $102K in Q4 2013. 769 funds tracked by Wall St. Rank hold VO as of Q3 2018.

Polaris Wealth Advisory Group reported no remaining Vanguard Mid-Cap ETF position as of Q3 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 448 Vanguard Mid-Cap ETF shares in Q3 2018, an estimated $17K.
Polaris Wealth Advisory Group first reported a position in Vanguard Mid-Cap ETF in Q4 2013 and held it in 4 quarters.
Polaris Wealth Advisory Group's Vanguard Mid-Cap ETF position peaked at $102K in Q4 2013.
769 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2018, filed 19 Oct 2018.