Meristem Family Wealth’s Vanguard Financials ETF VFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.06M | Buy |
11,337
+1,000
| +10% | +$93.4K | 0.11% | 103 |
|
|
2021
Q4 | $998K | Hold |
10,337
| – | – | 0.09% | 135 |
|
|
2021
Q3 | $958K | Hold |
10,337
| – | – | 0.09% | 142 |
|
|
2021
Q2 | $935K | Buy |
10,337
+1,595
| +18% | +$144K | 0.15% | 98 |
|
|
2021
Q1 | $739K | Buy |
8,742
+1,300
| +17% | +$110K | 0.15% | 92 |
|
|
2020
Q4 | $542K | Hold |
7,442
| – | – | 0.11% | 113 |
|
|
2020
Q3 | $435K | Hold |
7,442
| – | – | 0.11% | 115 |
|
|
2020
Q2 | $426K | Hold |
7,442
| – | – | 0.12% | 112 |
|
|
2020
Q1 | $377K | Hold |
7,442
| – | – | 0.12% | 110 |
|
|
2019
Q4 | $568K | Hold |
7,442
| – | – | 0.14% | 94 |
|
|
2019
Q3 | $521K | Hold |
7,442
| – | – | 0.14% | 93 |
|
|
2019
Q2 | $514K | Hold |
7,442
| – | – | 0.16% | 85 |
|
|
2019
Q1 | $480K | Hold |
7,442
| – | – | 0.16% | 76 |
|
|
2018
Q4 | $442K | Hold |
7,442
| – | – | 0.16% | 73 |
|
|
2018
Q3 | $516K | Hold |
7,442
| – | – | 0.18% | 66 |
|
|
2018
Q2 | $502K | Hold |
7,442
| – | – | 0.18% | 64 |
|
|
2018
Q1 | $517K | Buy |
+7,442
| New | +$517K | 0.18% | 65 |
|