Northstar Wealth Partners’s Vanguard Information Technology ETF VGT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $904K | Buy |
2,905
+405
| +16% | +$126K | 0.42% | 62 |
|
2020
Q2 | $696K | Buy |
2,500
+672
| +37% | +$187K | 0.29% | 86 |
|
2020
Q1 | $387K | Sell |
1,828
-90
| -5% | -$19.1K | 0.2% | 107 |
|
2019
Q4 | $469K | Sell |
1,918
-4
| -0.2% | -$978 | 0.19% | 117 |
|
2019
Q3 | $414K | Buy |
1,922
+475
| +33% | +$102K | 0.18% | 124 |
|
2019
Q2 | $305K | Hold |
1,447
| – | – | 0.14% | 144 |
|
2019
Q1 | $290K | Buy |
1,447
+30
| +2% | +$6.01K | 0.13% | 145 |
|
2018
Q4 | $236K | Buy |
1,417
+417
| +42% | +$69.5K | 0.12% | 147 |
|
2018
Q3 | $202K | Buy |
+1,000
| New | +$202K | 0.1% | 172 |
|