BAM
Baldrige Asset Management’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $2.09M | Buy |
27,285
+460
| +2% | +$35.3K | 0.86% | 30 |
|
|
2022
Q4 | $1.99M | Buy |
26,825
+666
| +3% | +$49.5K | 0.89% | 28 |
|
|
2022
Q3 | $1.92M | Sell |
26,159
-1,276
| -5% | -$93.8K | 0.91% | 29 |
|
|
2022
Q2 | $2.13M | Sell |
27,435
-1,859
| -6% | -$144K | 0.98% | 26 |
|
|
2022
Q1 | $2.4M | Buy |
29,294
+82
| +0.3% | +$6.72K | 0.98% | 24 |
|
|
2021
Q4 | $2.56M | Sell |
29,212
-408
| -1% | -$35.8K | 1% | 26 |
|
|
2021
Q3 | $2.65M | Buy |
29,620
+699
| +2% | +$62.5K | 1.1% | 25 |
|
|
2021
Q2 | $2.6M | Buy |
28,921
+388
| +1% | +$34.9K | 1.13% | 23 |
|
|
2021
Q1 | $2.53M | Buy |
28,533
+1,895
| +7% | +$168K | 1.38% | 20 |
|
|
2020
Q4 | $2.47M | Sell |
26,638
-4,628
| -15% | -$430K | 1.47% | 20 |
|
|
2020
Q3 | $2.92M | Sell |
31,266
-1,045
| -3% | -$97.7K | 1.97% | 16 |
|
|
2020
Q2 | $3.01M | Sell |
32,311
-642
| -2% | -$59.8K | 2.26% | 14 |
|
|
2020
Q1 | $2.94M | Sell |
32,953
-2,816
| -8% | -$252K | 2.57% | 13 |
|
|
2019
Q4 | $3.12M | Sell |
35,769
-595
| -2% | -$51.9K | 2.57% | 13 |
|
|
2019
Q3 | $3.2M | Buy |
36,364
+1,513
| +4% | +$133K | 2.84% | 12 |
|
|
2019
Q2 | $3.02M | Sell |
34,851
-403
| -1% | -$34.9K | 2.78% | 11 |
|
|
2019
Q1 | $2.96M | Buy |
+35,254
| New | +$2.96M | 2.89% | 12 |
|