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Polaris Wealth Advisory Group, LLC: VGIT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Polaris Wealth Advisory Group, LLC on VGIT, newest first. How the timeline and the estimate are built.

Polaris Wealth Advisory Group, LLC held 290,265 VGIT 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 290,265 shares
    Change vs previous 13F -14,605 shares

    1.26% of the 13F portfolio, value $16,588,645.

    13F-HR 0001544576-23-000006 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-06-30
    13F 304,870 shares
    Change vs previous 13F +3,794 shares

    1.36% of the 13F portfolio, value $17,883,674.

    13F-HR 0001582968-23-000007 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-03-31
    13F 301,076 shares
    Change vs previous 13F +348 shares

    1.33% of the 13F portfolio, value $18,052,517.

    13F-HR 0001582968-23-000005 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-12-31
    13F 300,728 shares
    Change vs previous 13F -749 shares

    1.34% of the 13F portfolio, value $17,926,396.

    13F-HR 0001582968-23-000001 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-09-30
    13F 301,477 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $17,434,000.

    13F-HR 0001582968-22-000002 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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