MFW
Meristem Family Wealth’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.09M | Hold |
4,284
| – | – | 0.12% | 101 |
|
|
2021
Q4 | $1.14M | Hold |
4,284
| – | – | 0.1% | 118 |
|
|
2021
Q3 | $1.06M | Buy |
4,284
+200
| +5% | +$49.4K | 0.1% | 121 |
|
|
2021
Q2 | $1.01M | Hold |
4,084
| – | – | 0.16% | 89 |
|
|
2021
Q1 | $934K | Hold |
4,084
| – | – | 0.19% | 69 |
|
|
2020
Q4 | $914K | Hold |
4,084
| – | – | 0.19% | 68 |
|
|
2020
Q3 | $833K | Hold |
4,084
| – | – | 0.21% | 66 |
|
|
2020
Q2 | $787K | Hold |
4,084
| – | – | 0.22% | 69 |
|
|
2020
Q1 | $678K | Buy |
4,084
+715
| +21% | +$119K | 0.21% | 72 |
|
|
2019
Q4 | $646K | Hold |
3,369
| – | – | 0.16% | 83 |
|
|
2019
Q3 | $565K | Hold |
3,369
| – | – | 0.15% | 87 |
|
|
2019
Q2 | $586K | Hold |
3,369
| – | – | 0.18% | 79 |
|
|
2019
Q1 | $581K | Hold |
3,369
| – | – | 0.2% | 68 |
|
|
2018
Q4 | $541K | Hold |
3,369
| – | – | 0.2% | 65 |
|
|
2018
Q3 | $608K | Hold |
3,369
| – | – | 0.21% | 55 |
|
|
2018
Q2 | $536K | Buy |
3,369
+672
| +25% | +$107K | 0.19% | 61 |
|
|
2018
Q1 | $414K | Buy |
+2,697
| New | +$414K | 0.15% | 80 |
|