Meristem Family Wealth’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $832K | Buy |
2,893
+123
| +4% | +$35.4K | 0.09% | 130 |
|
|
2021
Q4 | $889K | Sell |
2,770
-61
| -2% | -$19.6K | 0.08% | 151 |
|
|
2021
Q3 | $821K | Sell |
2,831
-7
| -0.2% | -$2.03K | 0.08% | 158 |
|
|
2021
Q2 | $814K | Hold |
2,838
| – | – | 0.13% | 113 |
|
|
2021
Q1 | $729K | Sell |
2,838
-26
| -0.9% | -$6.68K | 0.15% | 94 |
|
|
2020
Q4 | $726K | Buy |
2,864
+421
| +17% | +$107K | 0.15% | 84 |
|
|
2020
Q3 | $556K | Hold |
2,443
| – | – | 0.14% | 90 |
|
|
2020
Q2 | $494K | Hold |
2,443
| – | – | 0.14% | 102 |
|
|
2020
Q1 | $383K | Sell |
2,443
-409
| -14% | -$64.1K | 0.12% | 107 |
|
|
2019
Q4 | $520K | Buy |
2,852
+13
| +0.5% | +$2.37K | 0.13% | 101 |
|
|
2019
Q3 | $472K | Buy |
+2,839
| New | +$472K | 0.13% | 106 |
|