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