Polaris Wealth Advisory Group’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$599K	Buy	1,525 +150	+11%	+$61.3K	0.05%	127
2023 Q2	$560K	Sell	1,375 -111	-7%	-$42.8K	0.04%	128
2023 Q1	$559K	Buy	1,486 +33	+2%	+$12.1K	0.04%	130
2022 Q4	$528K	Sell	1,453 -693	-32%	-$245K	0.04%	132
2022 Q3	$710K	Buy	+2,146	New	+$784K	0.06%	106
2022 Q1	–	Sell	-529	Closed	-$231K	–	202
2021 Q4	$231K	Buy	+529	New	+$223K	0.01%	162
2020 Q3	–	Sell	-2,730	Closed	-$779K	–	182
2020 Q2	$779K	Sell	2,730 -244	-8%	-$65.7K	0.06%	95
2020 Q1	$704K	Buy	+2,974	New	+$833K	0.08%	84
2018 Q4	–	Sell	-820	Closed	-$219K	–	454
2018 Q3	$219K	Buy	820 +53	+7%	+$13.9K	0.02%	151
2018 Q2	$186K	Hold	767	–	–	0.02%	103
2018 Q1	$186K	Sell	767 -193	-20%	-$48.4K	0.02%	142
2017 Q4	$235K	Buy	960 +69	+8%	+$16.5K	0.02%	129
2017 Q3	$206K	Buy	+891	New	+$202K	0.02%	141

Other funds holding VOO

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Polaris Wealth Advisory Group's VOO Position: Q3 2023 in Review

Polaris Wealth Advisory Group increased its Vanguard S&P 500 ETF (VOO) stake by 11% in Q3 2023, buying an estimated $61.3K and bringing the position to 1,525 shares worth $599K. The position accounts for 0.05% of the portfolio, ranked #127.

Polaris Wealth Advisory Group first reported a position in VOO in Q3 2017 and has held it in 13 quarters since. The position peaked at $779K in Q2 2020. 2,405 funds tracked by Wall St. Rank hold VOO as of Q3 2023.

Polaris Wealth Advisory Group held 1,525 shares of Vanguard S&P 500 ETF worth $599K as of Q3 2023.
Polaris Wealth Advisory Group bought 150 Vanguard S&P 500 ETF shares in Q3 2023, an estimated $61.3K.
Vanguard S&P 500 ETF made up 0.05% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #127 holding.
Polaris Wealth Advisory Group first reported a position in Vanguard S&P 500 ETF in Q3 2017 and has held it in 13 quarters since.
Polaris Wealth Advisory Group's Vanguard S&P 500 ETF position peaked at $779K in Q2 2020.
2,405 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.