Polaris Wealth Advisory Group, LLC VTC Holdings History
Polaris Wealth Advisory Group, LLC's Vanguard Total Corporate ETF Holding Summary
As of 2023-09-30, Polaris Wealth Advisory Group, LLC held - shares of Vanguard Total Corporate ETF(VTC), totaling N/A. This investment constitutes 0% of their stock portfolio, and Polaris Wealth Advisory Group, LLC now holds 0% of the outstanding Vanguard Total Corporate ETF(VTC) stock.
The initial trade took place in 2022Q3. And since then Polaris Wealth Advisory Group, LLC has made 2 purchases of VTC, at an average price of $76.59, for a total of 190,789.00 shares. In addition, there have been 3 sales at an average price of $74.29 for 190,789.00 shares. Based on historical transaction data and VTC's current price of $76.54, Polaris Wealth Advisory Group, LLC's estimated gain on his VTC holdings is $-438,811.85, reflecting a -3.00% gain to date.
Polaris Wealth Advisory Group, LLC VTC ($76.54) Holding Chart
Polaris Wealth Advisory Group, LLC VTC ($76.54) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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