Meridian Corp Previous ETF Holding It
Meridian Corp (MRBK). 13 retained portfolio positions. Missing dates and values remain unreported.
- FINS: Fund Angel Oak Financial Strategies Income Term Trust; Added / first observed 2020-01-31.
- LITL: Fund Simplify Piper Sandler US Small-Cap PLUS Income ETF; Added / first observed 2025-09-30.
- VEMPX: Fund VANGUARD EXTENDED MARKET INDEX FUND; Added / first observed 2018-09-30.
- VEXAX: Fund VANGUARD EXTENDED MARKET INDEX FUND; Added / first observed 2018-09-30.
Previous ETF Holding It
13 retained portfolio positions. Missing dates and values remain unreported.
| ETF | Fund | Added / first observed | Removed / first absent |
|---|---|---|---|
| FINS | Angel Oak Financial Strategies Income Term Trust | 2020-01-31 | |
| LITL | Simplify Piper Sandler US Small-Cap PLUS Income ETF | 2025-09-30 | |
| VEMPX | VANGUARD EXTENDED MARKET INDEX FUND | 2018-09-30 | |
| VEXAX | VANGUARD EXTENDED MARKET INDEX FUND | 2018-09-30 | |
| VEXMX | VANGUARD EXTENDED MARKET INDEX FUND | 2018-09-30 | |
| VIEIX | VANGUARD EXTENDED MARKET INDEX FUND | 2018-09-30 | |
| VITSX | VANGUARD TOTAL STOCK MARKET INDEX FUND | 2018-09-30 | |
| VSMPX | VANGUARD TOTAL STOCK MARKET INDEX FUND | 2018-09-30 | |
| VSTSX | VANGUARD TOTAL STOCK MARKET INDEX FUND | 2018-09-30 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | 2018-09-30 | |
| VTSAX | VANGUARD TOTAL STOCK MARKET INDEX FUND | 2018-09-30 | |
| VTSMX | VANGUARD TOTAL STOCK MARKET INDEX FUND | 2018-09-30 | |
| VXF | VANGUARD EXTENDED MARKET INDEX FUND | 2018-09-30 |
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