BAM
Baldrige Asset Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $17.7M | Buy |
232,821
+25,541
| +12% | +$1.95M | 7.28% | 2 |
|
|
2022
Q4 | $15.6M | Buy |
207,280
+294
| +0.1% | +$22.1K | 6.94% | 2 |
|
|
2022
Q3 | $15.4M | Buy |
206,986
+174
| +0.1% | +$12.9K | 7.32% | 1 |
|
|
2022
Q2 | $15.8M | Sell |
206,812
-8,222
| -4% | -$627K | 7.23% | 1 |
|
|
2022
Q1 | $16.8M | Sell |
215,034
-493
| -0.2% | -$38.5K | 6.86% | 2 |
|
|
2021
Q4 | $17.5M | Buy |
215,527
+19,080
| +10% | +$1.55M | 6.82% | 2 |
|
|
2021
Q3 | $16.2M | Buy |
196,447
+12,093
| +7% | +$997K | 6.74% | 3 |
|
|
2021
Q2 | $15.2M | Buy |
184,354
+11,709
| +7% | +$968K | 6.61% | 2 |
|
|
2021
Q1 | $14.2M | Buy |
172,645
+11,543
| +7% | +$952K | 7.79% | 1 |
|
|
2020
Q4 | $13.4M | Sell |
161,102
-16,127
| -9% | -$1.34M | 7.97% | 1 |
|
|
2020
Q3 | $14.7M | Sell |
177,229
-4,659
| -3% | -$386K | 9.9% | 1 |
|
|
2020
Q2 | $15M | Sell |
181,888
-6,277
| -3% | -$519K | 11.31% | 1 |
|
|
2020
Q1 | $14.9M | Sell |
188,165
-12,071
| -6% | -$955K | 12.99% | 1 |
|
|
2019
Q4 | $16.2M | Buy |
200,236
+15,765
| +9% | +$1.28M | 13.38% | 1 |
|
|
2019
Q3 | $15M | Buy |
184,471
+21,392
| +13% | +$1.73M | 13.26% | 1 |
|
|
2019
Q2 | $13.2M | Buy |
163,079
+7,989
| +5% | +$645K | 12.13% | 1 |
|
|
2019
Q1 | $12.4M | Buy |
+155,090
| New | +$12.4M | 12.07% | 1 |
|