BAM
Baldrige Asset Management’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $32K | Hold |
343
| – | – | 0.01% | 200 |
|
|
2022
Q4 | $30K | Sell |
343
-30
| -8% | -$2.62K | 0.01% | 196 |
|
|
2022
Q3 | $29K | Buy |
373
+20
| +6% | +$1.56K | 0.01% | 195 |
|
|
2022
Q2 | $30K | Buy |
353
+11
| +3% | +$935 | 0.01% | 193 |
|
|
2022
Q1 | $35K | Buy |
342
+203
| +146% | +$20.8K | 0.01% | 199 |
|
|
2021
Q4 | $15K | Hold |
139
| – | – | 0.01% | 257 |
|
|
2021
Q3 | $14K | Hold |
139
| – | – | 0.01% | 261 |
|
|
2021
Q2 | $14K | Buy |
+139
| New | +$14K | 0.01% | 269 |
|