Polaris Wealth Advisory Group, LLC: VCIT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Polaris Wealth Advisory Group, LLC on VCIT, newest first. How the timeline and the estimate are built.
Polaris Wealth Advisory Group, LLC held 2,775 VCIT shares at 2023-09-30 per its 13F-HR filed 2023-10-11.
the latest 13F is the newest step
- period ended2023-09-3013F 2,775 sharesChange vs previous 13F +44 shares
0.02% of the 13F portfolio, value $210,881.
13F-HR 0001544576-23-000006 filed by Polaris Wealth Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F 2,731 sharesChange vs previous 13F +25 shares
0.02% of the 13F portfolio, value $215,805.
13F-HR 0001582968-23-000007 filed by Polaris Wealth Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-03-3113F 2,706 sharesChange vs previous 13F -619 shares
0.02% of the 13F portfolio, value $217,054.
13F-HR 0001582968-23-000005 filed by Polaris Wealth Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-12-3113F 3,325 sharesChange vs previous 13F -1,339 shares
0.02% of the 13F portfolio, value $265,303.
13F-HR 0001582968-23-000001 filed by Polaris Wealth Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-09-3013F 4,664 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $350,000.
13F-HR 0001582968-22-000002 filed by Polaris Wealth Advisory Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).