Northstar Wealth Partners’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$891K	Sell	20,240 -924	-4%	-$40.3K	0.42%	63
2020 Q2	$867K	Buy	21,164 +2,792	+15%	+$107K	0.36%	76
2020 Q1	$604K	Sell	18,372 -3,268	-15%	-$135K	0.31%	83
2019 Q4	$963K	Hold	21,640	–	–	0.39%	79
2019 Q3	$907K	Buy	21,640 +44	+0.2%	+$1.84K	0.4%	75
2019 Q2	$902K	Sell	21,596 -360	-2%	-$14.7K	0.4%	74
2019 Q1	$882K	Buy	21,956 +1,100	+5%	+$42.3K	0.4%	70
2018 Q4	$720K	Hold	20,856	–	–	0.38%	75
2018 Q3	$856K	Buy	20,856 +3,340	+19%	+$136K	0.41%	71
2018 Q2	$690K	Buy	17,516 +7,100	+68%	+$279K	0.35%	86
2018 Q1	$401K	Buy	10,416 +248	+2%	+$9.77K	0.21%	123
2017 Q4	$403K	Buy	10,168 +2,092	+26%	+$79K	0.36%	85
2017 Q3	$299K	Buy	+8,076	New	+$291K	0.29%	91

Other funds holding VO

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Northstar Wealth Partners reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 4.4% in Q3 2020, selling an estimated $40.3K and leaving 20,240 shares worth $891K. The position accounts for 0.42% of the portfolio, ranked #63.

Northstar Wealth Partners first reported a position in VO in Q3 2017 and has held it in 13 quarters since. The position peaked at $963K in Q4 2019. 1,058 funds tracked by Wall St. Rank hold VO as of Q3 2020.

Northstar Wealth Partners held 20,240 shares of Vanguard Morningstar Mid-Cap ETF worth $891K as of Q3 2020.
Northstar Wealth Partners sold 924 Vanguard Morningstar Mid-Cap ETF shares in Q3 2020, an estimated $40.3K.
Vanguard Morningstar Mid-Cap ETF made up 0.42% of Northstar Wealth Partners's portfolio in Q3 2020, its #63 holding.
Northstar Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2017 and has held it in 13 quarters since.
Northstar Wealth Partners's Vanguard Morningstar Mid-Cap ETF position peaked at $963K in Q4 2019.
1,058 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2020.

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