Meristem Family Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$7.51M Buy
2021
Q4
$6.63M Buy
2021
Q3
$5.35M Buy
2021
Q2
$1.03M Buy
2021
Q1
$220K Hold
2020
Q4
$208K Buy
2019
Q3
Sell
2019
Q2
$214K Buy