Northstar Wealth Partners’s Vanguard Mega Cap Value ETF MGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $783K | Buy |
10,219
+4,595
| +82% | +$352K | 0.37% | 76 |
|
|
2020
Q2 | $411K | Buy |
+5,624
| New | +$411K | 0.17% | 113 |
|
|
2018
Q1 | – | Sell |
-12,743
| Closed | -$993K | – | 193 |
|
|
2017
Q4 | $993K | Buy |
12,743
+1,862
| +17% | +$145K | 0.88% | 42 |
|
|
2017
Q3 | $789K | Buy |
10,881
+5,737
| +112% | +$416K | 0.77% | 47 |
|
|
2017
Q2 | $357K | Buy |
+5,144
| New | +$357K | 0.33% | 92 |
|