Polaris Wealth Advisory Group, LLC: VB position timeline

Polaris Wealth Advisory Group, LLC held 1,578 VB shares at 2023-09-30 per its 13F-HR filed 2023-10-11.

the latest 13F is the newest step

1. period ended2023-09-30

   13F 1,578 shares

   Change vs previous 13F -317 shares

   0.02% of the 13F portfolio, value $298,360.

   13F-HR 0001544576-23-000006 filed by Polaris Wealth Advisory Group, LLC
   Filed 2023-10-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2023-06-30

   13F 1,895 shares

   Change vs previous 13F +328 shares

   0.03% of the 13F portfolio, value $376,862.

   13F-HR 0001582968-23-000007 filed by Polaris Wealth Advisory Group, LLC
   Filed 2023-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2023-03-31

   13F 1,567 shares

   Change vs previous 13F -10 shares

   0.02% of the 13F portfolio, value $296,978.

   13F-HR 0001582968-23-000005 filed by Polaris Wealth Advisory Group, LLC
   Filed 2023-05-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2022-12-31

   13F 1,577 shares

   Change vs previous 13F +9 shares

   0.02% of the 13F portfolio, value $304,195.

   13F-HR 0001582968-23-000001 filed by Polaris Wealth Advisory Group, LLC
   Filed 2023-01-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2022-09-30

   13F 1,568 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $274,000.

   13F-HR 0001582968-22-000002 filed by Polaris Wealth Advisory Group, LLC
   Filed 2022-10-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC

   Acceptance time not in the bulk data set (spec §4.2).