Meristem Family Wealth’s Vanguard Utilities ETF VPU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$551K Hold
2021
Q4
$532K Hold
2021
Q3
$474K Hold
2021
Q2
$472K Buy
2021
Q1
$450K Hold
2020
Q4
$440K Hold
2020
Q3
$414K Hold
2020
Q2
$396K Hold
2020
Q1
$391K Hold
2019
Q4
$458K Hold
2019
Q3
$460K Hold
2019
Q2
$426K Hold
2019
Q1
$415K Hold
2018
Q4
$378K Hold
2018
Q3
$378K Hold
2018
Q2
$372K Hold
2018
Q1
$358K Buy