Northstar Wealth Partners’s Vanguard Small-Cap ETF VB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$353K Sell
2020
Q2
$350K Buy
2020
Q1
$243K Hold
2019
Q4
$349K Hold
2019
Q3
$324K Buy
2018
Q1
Sell
2017
Q4
$330K Buy
2017
Q3
$264K Buy