Northstar Wealth Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Northstar Wealth Partners’s Portfolio VGT Stock Details VGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$904K	Buy	23,240 +3,240	+16%	+$122K	0.42%	62
2020 Q2	$696K	Buy	20,000 +5,376	+37%	+$168K	0.29%	86
2020 Q1	$387K	Sell	14,624 -720	-5%	-$21.8K	0.2%	107
2019 Q4	$469K	Sell	15,344 -32	-0.2%	-$916	0.19%	117
2019 Q3	$414K	Buy	15,376 +3,800	+33%	+$102K	0.18%	124
2019 Q2	$305K	Hold	11,576	–	–	0.14%	144
2019 Q1	$290K	Buy	11,576 +240	+2%	+$5.58K	0.13%	145
2018 Q4	$236K	Buy	11,336 +3,336	+42%	+$75.6K	0.12%	147
2018 Q3	$202K	Buy	+8,000	New	+$195K	0.1%	172

Other funds holding VGT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Northstar Wealth Partners's VGT Position: Q3 2020 in Review

Northstar Wealth Partners increased its Vanguard Information Technology ETF (VGT) stake by 16% in Q3 2020, buying an estimated $122K and bringing the position to 23,240 shares worth $904K. The position accounts for 0.42% of the portfolio, ranked #62.

Northstar Wealth Partners first reported a position in VGT in Q3 2018 and has held it in 9 quarters since. 872 funds tracked by Wall St. Rank hold VGT as of Q3 2020.

Northstar Wealth Partners held 23,240 shares of Vanguard Information Technology ETF worth $904K as of Q3 2020.
Northstar Wealth Partners bought 3,240 Vanguard Information Technology ETF shares in Q3 2020, an estimated $122K.
Vanguard Information Technology ETF made up 0.42% of Northstar Wealth Partners's portfolio in Q3 2020, its #62 holding.
Northstar Wealth Partners first reported a position in Vanguard Information Technology ETF in Q3 2018 and has held it in 9 quarters since.
872 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.