Polaris Wealth Advisory Group, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Polaris Wealth Advisory Group, LLC

  • $1.3 Billion
  • Q3 2023

A detailed history of Polaris Wealth Advisory Group, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 1,525 shares of VOO stock, worth $942,190. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,525
Previous 1,375 10.91%
Holding current value
$942,190
Previous $560,000 6.79%
% of portfolio
0.05%
Previous 0.04%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 11, 2023
BUY
$392.7 - $420.68 $58,905 - $63,102
150 Added 10.91%
1,525 $598,000
Q2 2023

Aug 07, 2023
SELL
$371.44 - $407.28 $41,229 - $45,208
-111 Reduced 7.47%
1,375 $560,000
Q1 2023

May 03, 2023
BUY
$348.66 - $382.94 $11,505 - $12,637
33 Added 2.27%
1,486 $558,000
Q4 2022

Jan 19, 2023
SELL
$327.64 - $374.54 $227,054 - $259,556
-693 Reduced 32.29%
1,453 $0
Q3 2022

Oct 12, 2022
BUY
$328.3 - $395.04 $704,531 - $847,755
2,146 New
2,146 $710,000
Q1 2022

Apr 19, 2022
SELL
$382.7 - $439.25 $202,448 - $232,363
-529 Closed
0 $0
Q4 2021

Jan 26, 2022
BUY
$394.21 - $439.01 $208,537 - $232,236
529 New
529 $231,000
Q3 2020

Oct 15, 2020
SELL
$285.37 - $328.74 $779,060 - $897,460
-2,730 Closed
0 $0
Q2 2020

Jul 13, 2020
SELL
$226.15 - $297.17 $55,180 - $72,509
-244 Reduced 8.2%
2,730 $779,000
Q1 2020

Apr 09, 2020
BUY
$204.27 - $310.92 $607,498 - $924,676
2,974 New
2,974 $704,000
Q4 2018

Jan 17, 2019
SELL
$215.07 - $268.24 $176,357 - $219,956
-820 Closed
0 $0
Q3 2018

Oct 19, 2018
BUY
$248.79 - $269.75 $13,185 - $14,296
53 Added 6.91%
820 $219,000
Q1 2018

Apr 09, 2018
SELL
$236.79 - $263.36 $45,700 - $50,828
-193 Reduced 20.1%
767 $186,000
Q4 2017

Feb 13, 2018
BUY
$231.73 - $247.65 $15,989 - $17,087
69 Added 7.74%
960 $235,000
Q3 2017

Nov 01, 2017
BUY
$228.78 - $230.76 $203,842 - $205,607
891
891 $206,000

Others Institutions Holding VOO

# of Institutions
3,882
Shares Held
545M
Call Options Held
2.75M
Put Options Held
3.12M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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