Northstar Wealth Partners’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $891K | Sell |
5,060
-231
| -4% | -$40.7K | 0.42% | 63 |
|
|
2020
Q2 | $867K | Buy |
5,291
+698
| +15% | +$114K | 0.36% | 76 |
|
|
2020
Q1 | $604K | Sell |
4,593
-817
| -15% | -$107K | 0.31% | 83 |
|
|
2019
Q4 | $963K | Hold |
5,410
| – | – | 0.39% | 79 |
|
|
2019
Q3 | $907K | Buy |
5,410
+11
| +0.2% | +$1.84K | 0.4% | 75 |
|
|
2019
Q2 | $902K | Sell |
5,399
-90
| -2% | -$15K | 0.4% | 74 |
|
|
2019
Q1 | $882K | Buy |
5,489
+275
| +5% | +$44.2K | 0.4% | 70 |
|
|
2018
Q4 | $720K | Hold |
5,214
| – | – | 0.38% | 75 |
|
|
2018
Q3 | $856K | Buy |
5,214
+835
| +19% | +$137K | 0.41% | 71 |
|
|
2018
Q2 | $690K | Buy |
4,379
+1,775
| +68% | +$280K | 0.35% | 86 |
|
|
2018
Q1 | $401K | Buy |
2,604
+62
| +2% | +$9.55K | 0.21% | 123 |
|
|
2017
Q4 | $403K | Buy |
2,542
+523
| +26% | +$82.9K | 0.36% | 85 |
|
|
2017
Q3 | $299K | Buy |
+2,019
| New | +$299K | 0.29% | 91 |
|