Northstar Financial Companies’s Vanguard Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,270
Closed -$899K 113
2025
Q1
$899K Buy
3,270
+36
+1% +$9.9K 0.98% 24
2024
Q4
$937K Buy
+3,234
New +$937K 0.89% 22