PWAG
Polaris Wealth Advisory Group’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.57M | Buy |
5,753
+3,595
| +167% | +$979K | 0.12% | 104 |
|
|
2023
Q2 | $611K | Buy |
+2,158
| New | +$611K | 0.05% | 124 |
|
|
2021
Q3 | – | Sell |
-963
| Closed | -$277K | – | 200 |
|
|
2021
Q2 | $277K | Buy |
+963
| New | +$277K | 0.02% | 145 |
|
|
2020
Q1 | – | Sell |
-1,142
| Closed | -$218K | – | 181 |
|
|
2019
Q4 | $218K | Buy |
+1,142
| New | +$218K | 0.01% | 140 |
|
|
2018
Q4 | – | Sell |
-2,161
| Closed | -$348K | – | 461 |
|
|
2018
Q3 | $348K | Buy |
2,161
+620
| +40% | +$99.8K | 0.02% | 124 |
|
|
2018
Q2 | $219K | Sell |
1,541
-531
| -26% | -$75.5K | 0.02% | 99 |
|
|
2018
Q1 | $294K | Buy |
2,072
+118
| +6% | +$16.7K | 0.02% | 119 |
|
|
2017
Q4 | $275K | Buy |
1,954
+10
| +0.5% | +$1.41K | 0.02% | 120 |
|
|
2017
Q3 | $258K | Buy |
+1,944
| New | +$258K | 0.02% | 129 |
|
|
2016
Q4 | – | Sell |
-1,790
| Closed | -$201K | – | 130 |
|
|
2016
Q3 | $201K | Sell |
1,790
-1,373
| -43% | -$154K | 0.02% | 103 |
|
|
2016
Q2 | $339K | Sell |
3,163
-1,947
| -38% | -$209K | 0.05% | 80 |
|
|
2016
Q1 | $544K | Sell |
5,110
-794
| -13% | -$84.5K | 0.09% | 66 |
|
|
2015
Q4 | $628K | Buy |
+5,904
| New | +$628K | 0.1% | 73 |
|
|
2014
Q2 | – | Sell |
-2,402
| Closed | -$225K | – | 153 |
|
|
2014
Q1 | $225K | Sell |
2,402
-175
| -7% | -$16.4K | 0.05% | 75 |
|
|
2013
Q4 | $240K | Buy |
2,577
+867
| +51% | +$80.7K | 0.06% | 78 |
|
|
2013
Q3 | $145K | Buy |
1,710
+520
| +44% | +$44K | 0.05% | 60 |
|
|
2013
Q2 | $93K | Buy |
+1,190
| New | +$93K | 0.04% | 69 |
|