Northstar Wealth Partners’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $410K | Sell |
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|
2020
Q2 | $427K | Hold |
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|
2020
Q1 | $356K | Sell |
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|
2019
Q4 | $1.38M | Sell |
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|
2019
Q3 | $1.29M | Hold |
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|
2019
Q2 | $1.28M | Hold |
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|
2019
Q1 | $1.23M | Sell |
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|
2018
Q4 | $1.24M | Sell |
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|
2018
Q3 | $1.45M | Buy |
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|
2018
Q2 | $671K | Buy |
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|
2018
Q1 | $595K | Sell |
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|
2017
Q4 | $1.08M | Sell |
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|
2017
Q3 | $1.02M | Hold |
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|
2017
Q2 | $977K | Buy |
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|
2017
Q1 | $921K | Buy |
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