Baldrige Asset Management’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $830K | Buy |
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|
2022
Q4 | $762K | Buy |
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|
2022
Q3 | $684K | Buy |
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|
2022
Q2 | $741K | Buy |
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|
2022
Q1 | $859K | Sell |
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|
2021
Q4 | $1.01M | Buy |
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|
2021
Q3 | $973K | Buy |
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|
2021
Q2 | $955K | Buy |
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|
2021
Q1 | $705K | Buy |
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|
2020
Q4 | $620K | Buy |
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|
2020
Q3 | $527K | Sell |
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|
2020
Q2 | $488K | Sell |
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|
2020
Q1 | $402K | Sell |
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|
2019
Q4 | $1.25M | Hold |
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|
2019
Q3 | $1.15M | Hold |
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|
2019
Q2 | $1.18M | Buy |
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|
2019
Q1 | $1.13M | Buy |
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