Meristem Family Wealth’s Vanguard Information Technology ETF VGT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $1.37M | Hold |
3,283
| – | – | 0.15% | 77 |
|
2021
Q4 | $1.5M | Sell |
3,283
-5
| -0.2% | -$2.29K | 0.13% | 96 |
|
2021
Q3 | $1.32M | Buy |
3,288
+5
| +0.2% | +$2.01K | 0.13% | 95 |
|
2021
Q2 | $1.31M | Hold |
3,283
| – | – | 0.21% | 59 |
|
2021
Q1 | $1.18M | Hold |
3,283
| – | – | 0.24% | 53 |
|
2020
Q4 | $1.16M | Hold |
3,283
| – | – | 0.25% | 55 |
|
2020
Q3 | $1.02M | Hold |
3,283
| – | – | 0.26% | 57 |
|
2020
Q2 | $915K | Hold |
3,283
| – | – | 0.25% | 58 |
|
2020
Q1 | $696K | Hold |
3,283
| – | – | 0.21% | 69 |
|
2019
Q4 | $804K | Hold |
3,283
| – | – | 0.2% | 67 |
|
2019
Q3 | $708K | Hold |
3,283
| – | – | 0.19% | 76 |
|
2019
Q2 | $692K | Hold |
3,283
| – | – | 0.21% | 69 |
|
2019
Q1 | $659K | Hold |
3,283
| – | – | 0.22% | 62 |
|
2018
Q4 | $548K | Hold |
3,283
| – | – | 0.2% | 64 |
|
2018
Q3 | $665K | Buy |
3,283
+40
| +1% | +$8.1K | 0.23% | 53 |
|
2018
Q2 | $588K | Hold |
3,243
| – | – | 0.21% | 60 |
|
2018
Q1 | $555K | Buy |
+3,243
| New | +$555K | 0.2% | 61 |
|