Polaris Wealth Advisory Group’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.57M | Buy |
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|
2023
Q2 | $611K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $277K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $218K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $348K | Buy |
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|
2018
Q2 | $219K | Sell |
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|
2018
Q1 | $294K | Buy |
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|
2017
Q4 | $275K | Buy |
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|
2017
Q3 | $258K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $201K | Sell |
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|
2016
Q2 | $339K | Sell |
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|
2016
Q1 | $544K | Sell |
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|
2015
Q4 | $628K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $225K | Sell |
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|
2013
Q4 | $240K | Buy |
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|
2013
Q3 | $145K | Buy |
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|
2013
Q2 | $93K | Buy |
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