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Polaris Wealth Advisory Group’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Polaris Wealth Advisory Group’s Portfolio VTWG Stock Details VTWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-50
Closed -$8K – 459
2018
Q3 		$8K Hold
50
– – ﹤0.01% 421
2018
Q2 		$7K Hold
50
– – ﹤0.01% 216
2018
Q1 		$7K Buy
+50
New +$6.97K ﹤0.01% 389

Other funds holding VTWG

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

Polaris Wealth Advisory Group's VTWG Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Vanguard Russell 2000 Growth ETF (VTWG) in Q4 2018, closing a stake of 50 shares — an estimated $8K sold.

Polaris Wealth Advisory Group first reported a position in VTWG in Q1 2018 and held it in 3 quarters. The position peaked at $8K in Q3 2018. 64 funds tracked by Wall St. Rank hold VTWG as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Vanguard Russell 2000 Growth ETF position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 50 Vanguard Russell 2000 Growth ETF shares in Q4 2018, an estimated $8K.
  • Polaris Wealth Advisory Group first reported a position in Vanguard Russell 2000 Growth ETF in Q1 2018 and held it in 3 quarters.
  • Polaris Wealth Advisory Group's Vanguard Russell 2000 Growth ETF position peaked at $8K in Q3 2018.
  • 64 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.