PWAG
Polaris Wealth Advisory Group’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,384
| Closed | -$197K | – | 456 |
|
|
2018
Q3 | $197K | Sell |
1,384
-620
| -31% | -$88.3K | 0.01% | 157 |
|
|
2018
Q2 | $260K | Hold |
2,004
| – | – | 0.02% | 93 |
|
|
2018
Q1 | $260K | Buy |
2,004
+196
| +11% | +$25.4K | 0.02% | 123 |
|
|
2017
Q4 | $231K | Hold |
1,808
| – | – | 0.02% | 131 |
|
|
2017
Q3 | $220K | Buy |
+1,808
| New | +$220K | 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% | -$3.92K | 0.02% | 105 |
|
|
2016
Q3 | $207K | Sell |
1,946
-283
| -13% | -$30.1K | 0.02% | 102 |
|
|
2016
Q2 | $227K | Sell |
2,229
-300
| -12% | -$30.6K | 0.04% | 90 |
|
|
2016
Q1 | $254K | Sell |
2,529
-921
| -27% | -$92.5K | 0.04% | 95 |
|
|
2015
Q4 | $344K | Buy |
+3,450
| New | +$344K | 0.06% | 115 |
|
|
2015
Q3 | – | Sell |
-2,368
| Closed | -$252K | – | 85 |
|
|
2015
Q2 | $252K | Sell |
2,368
-918
| -28% | -$97.7K | 0.05% | 66 |
|
|
2015
Q1 | $355K | Sell |
3,286
-284
| -8% | -$30.7K | 0.06% | 72 |
|
|
2014
Q4 | $363K | Buy |
+3,570
| New | +$363K | 0.07% | 71 |
|
|
2014
Q2 | – | Sell |
-3,852
| Closed | -$357K | – | 151 |
|
|
2014
Q1 | $357K | Sell |
3,852
-526
| -12% | -$48.7K | 0.08% | 69 |
|
|
2013
Q4 | $395K | Buy |
4,378
+2,060
| +89% | +$186K | 0.1% | 59 |
|
|
2013
Q3 | $198K | Buy |
2,318
+680
| +42% | +$57.9K | 0.06% | 55 |
|
|
2013
Q2 | $128K | Buy |
+1,638
| New | +$128K | 0.05% | 66 |
|