Meristem Family Wealth’s Vanguard Growth ETF VUG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$832K Buy
2021
Q4
$889K Sell
2021
Q3
$821K Sell
2021
Q2
$814K Hold
2021
Q1
$729K Sell
2020
Q4
$726K Buy
2020
Q3
$556K Hold
2020
Q2
$494K Hold
2020
Q1
$383K Sell
2019
Q4
$520K Buy
2019
Q3
$472K Buy