Polaris Wealth Advisory Group, LLC Vanguard Ftse Developed Market Transaction History
Polaris Wealth Advisory Group, LLC
- $1.3 Billion
- Q3 2023
A detailed history of Polaris Wealth Advisory Group, LLC transactions in Vanguard Ftse Developed Market stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 500,656 shares of VEA stock, worth $30.7 Million. This represents 1.68% of its overall portfolio holdings.
Number of Shares
500,656
Previous 512,196
2.25%
Holding current value
$30.7 Million
Previous $23.7 Million
7.46%
% of portfolio
1.68%
Previous 1.83%
Shares
5 transactions
Others Institutions Holding VEA
# of Institutions
2,896Shares Held
2.36BCall Options Held
214KPut Options Held
161K-
Bank Of America Corp Charlotte, NC201MShares$12.4 Billion0.84% of portfolio
-
Betterment LLC New York, NY137MShares$8.43 Billion16.28% of portfolio
-
Creative Planning Overland Park, KS128MShares$7.85 Billion5.95% of portfolio
-
Envestnet Asset Management Inc82.8MShares$5.08 Billion1.53% of portfolio
-
Wells Fargo & Company San Francisco, CA63.5MShares$3.89 Billion0.75% of portfolio