NorthStar Asset Management (Massachusetts)’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $327K | Hold |
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|
2025
Q2 | $303K | Sell |
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|
2025
Q1 | $282K | Sell |
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|
2024
Q4 | $353K | Hold |
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|
2024
Q3 | $345K | Hold |
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|
2024
Q2 | $326K | Hold |
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|
2024
Q1 | $317K | Hold |
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|
2023
Q4 | $289K | Hold |
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|
2023
Q3 | $259K | Hold |
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|
2023
Q2 | $269K | Sell |
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|
2023
Q1 | $263K | Hold |
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|
2022
Q4 | $246K | Hold |
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|
2022
Q3 | $231K | Hold |
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|
2022
Q2 | $243K | Hold |
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|
2022
Q1 | $293K | Hold |
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|
2021
Q4 | $311K | Hold |
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|
2021
Q3 | $286K | Hold |
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|
2021
Q2 | $287K | Hold |
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|
2021
Q1 | $266K | Buy |
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