University of Maryland Foundation, Inc. Activity Q4 2019-Q3 2023

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Q3 2023
 Value Shares↓ Weighting
BRKA SellBERKSHIRE HATHAWAY INC DELcl a$2,126
-83.6%
4
-84.0%
2.54%
-80.8%
Q2 2023
 Value Shares↓ Weighting
VTI NewVANGUARD INDEX FDStotal stk mkt$42,780–194,208–43.86%–
VPL NewVANGUARD INTL EQUITY INDEX FHSftse pacific etf$24,810–355,846–25.43%–
VBR NewVANGUARD INDEX FDSsm cp val etf$15,081–91,176–15.46%–
BRKA NewBERKSHIRE HATHAWAY INC DELcl a$12,945–25–13.27%–
CRBN NewISHARES TRmsci lw crb tg$1,564–10,000–1.60%–
VT NewVANGUARD INTL EQUITY INDEX FHStt wrld st etf$367–3,786–0.38%–
Q4 2022
 Value Shares↓ Weighting
CRBN ExitISHARES TRmsci lw crb tg$0–-10,000–-1.25%–
BRKA ExitBERKSHIRE HATHAWAY INC DELcl a$0–-25–-10.05%–
VBR ExitVANGUARD INDEX FDSsm cp val etf$0–-91,176–-12.94%–
VT ExitVANGUARD INTL EQUITY INDEX FHStt wrld st etf$0–-168,453–-13.15%–
VPL ExitVANGUARD INTL EQUITY INDEX FHSftse pacific etf$0–-401,129–-22.80%–
VTI ExitVANGUARD INDEX FDStotal stk mkt$0–-224,264–-39.82%–
Q3 2022
 Value Shares↓ Weighting
VTI BuyVANGUARD INDEX FDStotal stk mkt$40,249,000
+26.0%
224,264
+32.4%
39.82%
+50.7%
VGK ExitVANGUARD INTL EQUITY INDEX Fftse europe etf$0–-452,040–-19.74%–
Q2 2022
 Value Shares↓ Weighting
VTI NewVANGUARD INDEX FDStotal stk mkt$31,956,000–169,419–26.43%–
VPL NewVANGUARD INTL EQUITY INDEX FHSftse pacific etf$25,464,000–401,129–21.06%–
VGK NewVANGUARD INTL EQUITY INDEX Fftse europe etf$23,877,000–452,040–19.74%–
VT NewVANGUARD INTL EQUITY INDEX FHStt wrld st etf$14,376,000–168,453–11.89%–
VBR NewVANGUARD INDEX FDSsm cp val etf$13,660,000–91,176–11.30%–
BRKA NewBERKSHIRE HATHAWAY INC DELcl a$10,224,000–25–8.46%–
CRBN NewISHARES TRmsci lw crb tg$1,368,000–10,000–1.13%–
Q4 2021
 Value Shares↓ Weighting
CRBN ExitISHARES TRmsci lw crb tg$0–-10,000–-3.21%–
VT ExitVANGUARD INTL EQUITY INDEX FHStt wrld st etf$0–-37,605–-7.48%–
BRKA ExitBERKSHIRE HATHAWAY INC DELcl a$0–-25–-20.10%–
VPL ExitVANGUARD INTL EQUITY INDEX FHSftse pacific etf$0–-178,609–-28.28%–
VTI ExitVANGUARD INDEX FDStotal stk mkt$0–-94,329–-40.93%–
Q3 2021
 Value Shares↓ Weighting
VTI SellVANGUARD INDEX FDStotal stk mkt$20,947,000
-38.3%
94,329
-38.0%
40.93%
-4.5%
BRKA SellBERKSHIRE HATHAWAY INC DELcl a$10,284,000
-50.9%
25
-50.0%
20.10%
-24.0%
VT SellVANGUARD INTL EQUITY INDEX FHStt wrld st etf$3,829,000
-51.6%
37,605
-50.7%
7.48%
-25.1%
Q2 2021
 Value Shares↓ Weighting
VTI NewVANGUARD INDEX FDStotal stk mkt$33,925,000–152,251–42.88%–
BRKA NewBERKSHIRE HATHAWAY INC DELcl a$20,930,000–50–26.45%–
VPL NewVANGUARD INTL EQUITY INDEX FHSftse pacific etf$14,701,000–178,609–18.58%–
VT NewVANGUARD INTL EQUITY INDEX FHStt wrld st etf$7,904,000–76,285–9.99%–
CRBN NewISHARES TRmsci lw crb tg$1,660,000–10,000–2.10%–
Q4 2020
 Value Shares↓ Weighting
CRBN ExitISHARES TRmsci lw crb tg$0–-10,000–-1.93%–
VPL ExitVANGUARD INTL EQUITY INDEX FHSftse pacific etf$0–-48,727–-4.88%–
VT ExitVANGUARD INTL EQUITY INDEX FHStt wrld st etf$0–-97,311–-11.56%–
BRKA ExitBERKSHIRE HATHAWAY INC DELcl a$0–-50–-23.56%–
VTI ExitVANGUARD INDEX FDStotal stk mkt$0–-231,555–-58.07%–
Q3 2020
 Value Shares↓ Weighting
VPL SellVANGUARD INTL EQUITY INDEX FHSftse pacific etf$3,316,000
-69.3%
48,727
-71.3%
4.88%
-68.9%
Q2 2020
 Value Shares↓ Weighting
VTI NewVANGUARD INDEX FDStotal stk mkt$36,245,000–231,555–52.60%–
BRKA NewBERKSHIRE HATHAWAY INC DELcl a$13,365,000–50–19.40%–
VPL NewVANGUARD INTL EQUITY INDEX FHSftse pacific etf$10,810,000–169,833–15.69%–
VT NewVANGUARD INTL EQUITY INDEX FHStt wrld st etf$7,279,000–97,311–10.56%–
CRBN NewISHARES TRmsci lw crb tg$1,208,000–10,000–1.75%–

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