Meristem Family Wealth’s Vanguard Energy ETF VDE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$721K Buy
2021
Q4
$487K Buy
2021
Q3
$409K Hold
2021
Q2
$420K Hold
2021
Q1
$376K Buy
2020
Q1
Sell
2019
Q4
$308K Hold
2019
Q3
$295K Hold
2019
Q2
$322K Hold
2019
Q1
$338K Hold
2018
Q4
$292K Hold
2018
Q3
$398K Hold
2018
Q2
$398K Hold
2018
Q1
$349K Buy