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