Meristem Family Wealth’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $568K | Hold |
2,549
| – | – | 0.06% | 172 |
|
|
2021
Q4 | $649K | Sell |
2,549
-303
| -11% | -$77.1K | 0.06% | 185 |
|
|
2021
Q3 | $674K | Hold |
2,852
| – | – | 0.07% | 181 |
|
|
2021
Q2 | $674K | Hold |
2,852
| – | – | 0.11% | 137 |
|
|
2021
Q1 | $612K | Hold |
2,852
| – | – | 0.12% | 112 |
|
|
2020
Q4 | $605K | Hold |
2,852
| – | – | 0.13% | 102 |
|
|
2020
Q3 | $514K | Hold |
2,852
| – | – | 0.13% | 95 |
|
|
2020
Q2 | $471K | Hold |
2,852
| – | – | 0.13% | 106 |
|
|
2020
Q1 | $361K | Hold |
2,852
| – | – | 0.11% | 113 |
|
|
2019
Q4 | $453K | Hold |
2,852
| – | – | 0.11% | 109 |
|
|
2019
Q3 | $422K | Buy |
2,852
+1,343
| +89% | +$199K | 0.11% | 111 |
|
|
2019
Q2 | $225K | Hold |
1,509
| – | – | 0.07% | 147 |
|
|
2019
Q1 | $215K | Sell |
1,509
-230
| -13% | -$32.8K | 0.07% | 140 |
|
|
2018
Q4 | $208K | Sell |
1,739
-395
| -19% | -$47.2K | 0.08% | 119 |
|
|
2018
Q3 | $304K | Hold |
2,134
| – | – | 0.1% | 103 |
|
|
2018
Q2 | $287K | Hold |
2,134
| – | – | 0.1% | 104 |
|
|
2018
Q1 | $277K | Hold |
2,134
| – | – | 0.1% | 109 |
|
|
2017
Q4 | $273K | Buy |
+2,134
| New | +$273K | 0.1% | 98 |
|