Northstar Wealth Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$837K	Buy	4,918 +81	+2%	+$13.6K	0.39%	71
2020 Q2	$757K	Buy	4,837 +1,000	+26%	+$147K	0.32%	83
2020 Q1	$494K	Buy	3,837 +1,588	+71%	+$246K	0.25%	91
2019 Q4	$367K	Sell	2,249 -13	-0.6%	-$2.04K	0.15%	132
2019 Q3	$342K	Buy	2,262 +265	+13%	+$39.9K	0.15%	136
2019 Q2	$300K	Buy	1,997 +438	+28%	+$64.5K	0.13%	146
2019 Q1	$226K	Sell	1,559 -2,716	-64%	-$379K	0.1%	163
2018 Q4	$546K	Buy	+4,275	New	+$590K	0.29%	92
2018 Q1	–	Sell	-2,116	Closed	-$298K	–	201
2017 Q4	$298K	Buy	2,116 +20	+1%	+$2.68K	0.26%	99
2017 Q3	$274K	Buy	2,096 +13	+0.6%	+$1.65K	0.27%	98
2017 Q2	$259K	Sell	2,083 -208	-9%	-$25.6K	0.24%	113
2017 Q1	$276K	Buy	+2,291	New	+$274K	0.26%	106

Other funds holding VTI

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Northstar Wealth Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.7% in Q3 2020, buying an estimated $13.6K and bringing the position to 4,918 shares worth $837K. The position accounts for 0.39% of the portfolio, ranked #71.

Northstar Wealth Partners first reported a position in VTI in Q1 2017 and has held it in 12 quarters since. 1,560 funds tracked by Wall St. Rank hold VTI as of Q3 2020.

Northstar Wealth Partners held 4,918 shares of Vanguard Morningstar Total Stock Market ETF worth $837K as of Q3 2020.
Northstar Wealth Partners bought 81 Vanguard Morningstar Total Stock Market ETF shares in Q3 2020, an estimated $13.6K.
Vanguard Morningstar Total Stock Market ETF made up 0.39% of Northstar Wealth Partners's portfolio in Q3 2020, its #71 holding.
Northstar Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2017 and has held it in 12 quarters since.
1,560 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2020.

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