Polaris Wealth Advisory Group’s Vanguard Value ETF VTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.54M | Buy |
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|
2023
Q2 | $607K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $244K | Buy |
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|
2018
Q2 | $190K | Sell |
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|
2018
Q1 | $215K | Buy |
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|
2017
Q4 | $204K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $298K | Sell |
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|
2016
Q1 | $311K | Sell |
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|
2015
Q4 | $341K | Buy |
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|
2015
Q3 | $224K | Sell |
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|
2015
Q2 | $279K | Buy |
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|
2015
Q1 | $220K | Sell |
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|
2014
Q4 | $235K | Sell |
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|
2014
Q3 | $356K | Buy |
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|
2014
Q2 | $210K | Buy |
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|
2014
Q1 | $92K | Sell |
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|
2013
Q4 | $101K | Sell |
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|
2013
Q3 | $210K | Buy |
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|
2013
Q2 | $145K | Buy |
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