Meristem Family Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $7.51M | Buy |
18,080
+2,890
| +19% | +$1.2M | 0.81% | 14 |
|
|
2021
Q4 | $6.63M | Buy |
15,190
+1,629
| +12% | +$711K | 0.57% | 25 |
|
|
2021
Q3 | $5.35M | Buy |
13,561
+10,939
| +417% | +$4.31M | 0.52% | 28 |
|
|
2021
Q2 | $1.03M | Buy |
2,622
+2,018
| +334% | +$794K | 0.16% | 87 |
|
|
2021
Q1 | $220K | Hold |
604
| – | – | 0.04% | 219 |
|
|
2020
Q4 | $208K | Buy |
+604
| New | +$208K | 0.04% | 212 |
|
|
2019
Q3 | – | Sell |
-795
| Closed | -$214K | – | 215 |
|
|
2019
Q2 | $214K | Buy |
+795
| New | +$214K | 0.07% | 155 |
|