BAM
Baldrige Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $833K | Buy |
10,895
+107
| +1% | +$8.18K | 0.34% | 54 |
|
|
2022
Q4 | $812K | Sell |
10,788
-697
| -6% | -$52.5K | 0.36% | 53 |
|
|
2022
Q3 | $859K | Sell |
11,485
-3,082
| -21% | -$231K | 0.41% | 53 |
|
|
2022
Q2 | $1.12M | Sell |
14,567
-6,475
| -31% | -$497K | 0.51% | 52 |
|
|
2022
Q1 | $1.64M | Sell |
21,042
-20,209
| -49% | -$1.57M | 0.67% | 35 |
|
|
2021
Q4 | $3.33M | Sell |
41,251
-502
| -1% | -$40.6K | 1.3% | 21 |
|
|
2021
Q3 | $3.42M | Sell |
41,753
-3,714
| -8% | -$304K | 1.43% | 18 |
|
|
2021
Q2 | $3.74M | Sell |
45,467
-1,287
| -3% | -$106K | 1.62% | 15 |
|
|
2021
Q1 | $3.84M | Sell |
46,754
-2,508
| -5% | -$206K | 2.1% | 14 |
|
|
2020
Q4 | $4.08M | Sell |
49,262
-812
| -2% | -$67.3K | 2.43% | 13 |
|
|
2020
Q3 | $4.16M | Sell |
50,074
-5,334
| -10% | -$443K | 2.8% | 11 |
|
|
2020
Q2 | $4.61M | Sell |
55,408
-1,159
| -2% | -$96.3K | 3.46% | 8 |
|
|
2020
Q1 | $4.65M | Buy |
56,567
+42,522
| +303% | +$3.49M | 4.06% | 4 |
|
|
2019
Q4 | $1.13M | Sell |
14,045
-1,595
| -10% | -$129K | 0.93% | 33 |
|
|
2019
Q3 | $1.26M | Sell |
15,640
-717
| -4% | -$57.9K | 1.12% | 28 |
|
|
2019
Q2 | $1.32M | Sell |
16,357
-431
| -3% | -$34.7K | 1.21% | 26 |
|
|
2019
Q1 | $1.34M | Buy |
+16,788
| New | +$1.34M | 1.3% | 24 |
|