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Northstar Wealth Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Northstar Wealth Partners’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$3.67M Buy
28,570
+7,137
+33% +$898K 1.71% 15
2020
Q2 		$2.51M Buy
21,433
+7,315
+52% +$833K 1.05% 29
2020
Q1 		$1.46M Buy
14,118
+223
+2% +$26.6K 0.74% 48
2019
Q4 		$1.73M Buy
13,895
+802
+6% +$97K 0.71% 49
2019
Q3 		$1.57M Buy
13,093
+3,008
+30% +$355K 0.69% 51
2019
Q2 		$1.16M Sell
10,085
-515
-5% -$57.8K 0.52% 61
2019
Q1 		$1.16M Buy
10,600
+1,445
+16% +$152K 0.53% 59
2018
Q4 		$897K Sell
9,155
-1,957
-18% -$204K 0.47% 66
2018
Q3 		$1.23M Buy
11,112
+2,230
+25% +$240K 0.59% 58
2018
Q2 		$902K Buy
8,882
+690
+8% +$70.3K 0.45% 71
2018
Q1 		$827K Sell
8,192
-1,853
-18% -$192K 0.42% 72
2017
Q4 		$1.05M Buy
10,045
+328
+3% +$32.3K 0.93% 41
2017
Q3 		$925K Sell
9,717
-196
-2% -$18.3K 0.9% 38
2017
Q2 		$918K Sell
9,913
-1,167
-11% -$107K 0.84% 39
2017
Q1 		$989K Buy
+11,080
New +$982K 0.92% 30

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Northstar Wealth Partners increased its Vanguard Dividend Appreciation ETF (VIG) stake by 33% in Q3 2020, buying an estimated $898K and bringing the position to 28,570 shares worth $3.67M. The position accounts for 1.71% of the portfolio, ranked #15.

Northstar Wealth Partners first reported a position in VIG in Q1 2017 and has held it in 15 quarters since. 1,248 funds tracked by Wall St. Rank hold VIG as of Q3 2020.

  • Northstar Wealth Partners held 28,570 shares of Vanguard Dividend Appreciation ETF worth $3.67M as of Q3 2020.
  • Northstar Wealth Partners bought 7,137 Vanguard Dividend Appreciation ETF shares in Q3 2020, an estimated $898K.
  • Vanguard Dividend Appreciation ETF made up 1.71% of Northstar Wealth Partners's portfolio in Q3 2020, its #15 holding.
  • Northstar Wealth Partners first reported a position in Vanguard Dividend Appreciation ETF in Q1 2017 and has held it in 15 quarters since.
  • 1,248 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2020.

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