Northstar Financial Companies’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$244K Sell
429
-54
-11% -$30.7K 0.25% 91
2025
Q1
$248K Buy
483
+18
+4% +$9.25K 0.27% 87
2024
Q4
$251K Buy
+465
New +$251K 0.24% 91