Meristem Family Wealth’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $454K | Hold |
3,034
| – | – | 0.05% | 202 |
|
|
2021
Q4 | $456K | Hold |
3,034
| – | – | 0.04% | 239 |
|
|
2021
Q3 | $424K | Buy |
3,034
+240
| +9% | +$33.5K | 0.04% | 246 |
|
|
2021
Q2 | $393K | Hold |
2,794
| – | – | 0.06% | 202 |
|
|
2021
Q1 | $377K | Hold |
2,794
| – | – | 0.08% | 156 |
|
|
2020
Q4 | $332K | Hold |
2,794
| – | – | 0.07% | 162 |
|
|
2020
Q3 | $283K | Hold |
2,794
| – | – | 0.07% | 146 |
|
|
2020
Q2 | $267K | Hold |
2,794
| – | – | 0.07% | 148 |
|
|
2020
Q1 | $227K | Hold |
2,794
| – | – | 0.07% | 158 |
|
|
2019
Q4 | $333K | Hold |
2,794
| – | – | 0.08% | 138 |
|
|
2019
Q3 | $316K | Buy |
+2,794
| New | +$316K | 0.09% | 137 |
|