Meristem Family Wealth’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $542K | Sell |
|
|||||
|
2021
Q4 | $667K | Sell |
|
|||||
|
2021
Q3 | $648K | Buy |
|
|||||
|
2021
Q2 | $283K | Hold |
|
|||||
|
2021
Q1 | $268K | Hold |
|
|||||
|
2020
Q4 | $244K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $209K | Sell |
|
|||||
|
2019
Q2 | $253K | Buy |
|
|||||
|
2019
Q1 | $230K | Sell |
|
|||||
|
2018
Q4 | $226K | Sell |
|
|||||
|
2018
Q3 | $383K | Hold |
|
|||||
|
2018
Q2 | $367K | Hold |
|
|||||
|
2018
Q1 | $346K | Hold |
|
|||||
|
2017
Q4 | $348K | Buy |
|