Meristem Family Wealth’s Vanguard Industrials ETF VIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $995K | Hold |
5,114
| – | – | 0.11% | 109 |
|
|
2021
Q4 | $1.04M | Hold |
5,114
| – | – | 0.09% | 128 |
|
|
2021
Q3 | $961K | Hold |
5,114
| – | – | 0.09% | 141 |
|
|
2021
Q2 | $1.01M | Buy |
5,114
+745
| +17% | +$146K | 0.16% | 90 |
|
|
2021
Q1 | $827K | Hold |
4,369
| – | – | 0.17% | 77 |
|
|
2020
Q4 | $743K | Hold |
4,369
| – | – | 0.16% | 81 |
|
|
2020
Q3 | $633K | Hold |
4,369
| – | – | 0.16% | 81 |
|
|
2020
Q2 | $568K | Hold |
4,369
| – | – | 0.16% | 84 |
|
|
2020
Q1 | $482K | Buy |
4,369
+1,100
| +34% | +$121K | 0.15% | 89 |
|
|
2019
Q4 | $503K | Hold |
3,269
| – | – | 0.12% | 104 |
|
|
2019
Q3 | $478K | Hold |
3,269
| – | – | 0.13% | 102 |
|
|
2019
Q2 | $477K | Hold |
3,269
| – | – | 0.15% | 90 |
|
|
2019
Q1 | $457K | Hold |
3,269
| – | – | 0.15% | 78 |
|
|
2018
Q4 | $394K | Hold |
3,269
| – | – | 0.14% | 76 |
|
|
2018
Q3 | $483K | Hold |
3,269
| – | – | 0.17% | 69 |
|
|
2018
Q2 | $444K | Hold |
3,269
| – | – | 0.16% | 73 |
|
|
2018
Q1 | $455K | Buy |
+3,269
| New | +$455K | 0.16% | 72 |
|