Polaris Wealth Advisory Group’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $497K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $477K | Hold |
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|
2022
Q4 | $464K | Hold |
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|
2022
Q3 | $423K | Sell |
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|
2022
Q2 | $574K | Buy |
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|
2022
Q1 | $685K | Buy |
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|
2021
Q4 | $733K | Buy |
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|
2021
Q3 | $352K | Sell |
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|
2021
Q2 | $1.07M | Buy |
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|
2021
Q1 | $794K | Buy |
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|
2020
Q4 | $494K | Hold |
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|
2020
Q3 | $430K | Sell |
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|
2020
Q2 | $600K | Buy |
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|
2020
Q1 | $434K | Buy |
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|
2019
Q4 | $437K | Sell |
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|
2019
Q3 | $471K | Buy |
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|
2019
Q2 | $461K | Sell |
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|
2019
Q1 | $474K | Sell |
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|
2018
Q4 | $1.07M | Buy |
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|
2018
Q3 | $1.18M | Buy |
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|
2018
Q2 | $455K | Sell |
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|
2018
Q1 | $1.18M | Sell |
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|
2017
Q4 | $1.8M | Sell |
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|
2017
Q3 | $2.19M | Sell |
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|
2017
Q2 | $12.7M | Buy |
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|
2017
Q1 | $282K | Buy |
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|
2016
Q4 | $267K | Sell |
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|
2016
Q3 | $262K | Buy |
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