BAM
Baldrige Asset Management’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $517K | Sell |
9,667
-170
| -2% | -$9.09K | 0.21% | 68 |
|
|
2022
Q4 | $493K | Sell |
9,837
-858
| -8% | -$43K | 0.22% | 66 |
|
|
2022
Q3 | $474K | Buy |
10,695
+65
| +0.6% | +$2.88K | 0.23% | 68 |
|
|
2022
Q2 | $531K | Buy |
10,630
+18
| +0.2% | +$899 | 0.24% | 69 |
|
|
2022
Q1 | $611K | Sell |
10,612
-95
| -0.9% | -$5.47K | 0.25% | 66 |
|
|
2021
Q4 | $656K | Sell |
10,707
-54
| -0.5% | -$3.31K | 0.26% | 62 |
|
|
2021
Q3 | $656K | Sell |
10,761
-36
| -0.3% | -$2.2K | 0.27% | 60 |
|
|
2021
Q2 | $684K | Buy |
10,797
+181
| +2% | +$11.5K | 0.3% | 57 |
|
|
2021
Q1 | $644K | Sell |
10,616
-44
| -0.4% | -$2.67K | 0.35% | 54 |
|
|
2020
Q4 | $622K | Buy |
10,660
+134
| +1% | +$7.82K | 0.37% | 50 |
|
|
2020
Q3 | $531K | Sell |
10,526
-201
| -2% | -$10.1K | 0.36% | 52 |
|
|
2020
Q2 | $511K | Buy |
10,727
+309
| +3% | +$14.7K | 0.38% | 47 |
|
|
2020
Q1 | $427K | Buy |
10,418
+820
| +9% | +$33.6K | 0.37% | 50 |
|
|
2019
Q4 | $516K | Sell |
9,598
-76
| -0.8% | -$4.09K | 0.43% | 48 |
|
|
2019
Q3 | $483K | Sell |
9,674
-1,824
| -16% | -$91.1K | 0.43% | 46 |
|
|
2019
Q2 | $586K | Sell |
11,498
-99
| -0.9% | -$5.05K | 0.54% | 42 |
|
|
2019
Q1 | $582K | Buy |
+11,597
| New | +$582K | 0.57% | 41 |
|