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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,384	Closed	-$197K	–	456
2018 Q3	$197K	Sell	1,384 -620	-31%	-$86.8K	0.01%	157
2018 Q2	$260K	Hold	2,004	–	–	0.02%	93
2018 Q1	$260K	Buy	2,004 +196	+11%	+$25.7K	0.02%	123
2017 Q4	$231K	Hold	1,808	–	–	0.02%	131
2017 Q3	$220K	Buy	+1,808	New	+$215K	0.02%	139
2017 Q2	–	Sell	-1,909	Closed	-$216K	–	137
2017 Q1	$216K	Hold	1,909	–	–	0.02%	101
2016 Q4	$202K	Sell	1,909 -37	-2%	-$3.88K	0.02%	105
2016 Q3	$207K	Sell	1,946 -283	-13%	-$30K	0.02%	102
2016 Q2	$227K	Sell	2,229 -300	-12%	-$30.3K	0.04%	90
2016 Q1	$254K	Sell	2,529 -921	-27%	-$85.9K	0.04%	95
2015 Q4	$344K	Buy	+3,450	New	+$349K	0.06%	115
2015 Q3	–	Sell	-2,368	Closed	-$252K	–	85
2015 Q2	$252K	Sell	2,368 -918	-28%	-$99.4K	0.05%	66
2015 Q1	$355K	Sell	3,286 -284	-8%	-$29.6K	0.06%	72
2014 Q4	$363K	Buy	+3,570	New	+$353K	0.07%	71
2014 Q2	–	Sell	-3,852	Closed	-$357K	–	151
2014 Q1	$357K	Sell	3,852 -526	-12%	-$48.1K	0.08%	69
2013 Q4	$395K	Buy	4,378 +2,060	+89%	+$180K	0.1%	59
2013 Q3	$198K	Buy	2,318 +680	+42%	+$56.3K	0.06%	55
2013 Q2	$128K	Buy	+1,638	New	+$128K	0.05%	66