KEATING WEALTH MANAGEMENT LLC historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 1 quarter from 2023-12-31 to 2024-03-31, KEATING WEALTH MANAGEMENT LLC opened 3 positions, added to 10, reduced 1 and sold out of 0.
- Q1 2024: Stock VTI; Country of operation —; Class TOTAL STK MKT; Shares before 304,437.
- Q1 2024: Stock VXUS; Country of operation —; Class VG TL INTL STK F; Shares before 219,975.
- Q1 2024: Stock VOO; Country of operation —; Class S&P 500 ETF SHS; Shares before 9,124.
- Q1 2024: Stock DFAI; Country of operation —; Class INTL CORE EQT MK; Shares before 151,676.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1922796), 1 quarter: Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-18). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-12-31.
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