NorthStar Asset Management (Massachusetts)’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.26M | Hold |
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|
2025
Q2 | $5.81M | Sell |
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|
2025
Q1 | $6.38M | Sell |
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|
2024
Q4 | $7.98M | Sell |
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|
2024
Q3 | $8.17M | Hold |
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|
2024
Q2 | $7.74M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.2M | Sell |
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|
2022
Q2 | $1.86M | Hold |
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|
2022
Q1 | $2.22M | Hold |
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|
2021
Q4 | $2.34M | Hold |
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|
2021
Q3 | $2.11M | Hold |
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|
2021
Q2 | $2.11M | Sell |
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|
2021
Q1 | $2.34M | Buy |
|