BAM
Baldrige Asset Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $347K | Buy |
7,254
+469
| +7% | +$22.4K | 0.14% | 83 |
|
|
2022
Q4 | $317K | Buy |
6,785
+733
| +12% | +$34.2K | 0.14% | 85 |
|
|
2022
Q3 | $291K | Buy |
6,052
+1,497
| +33% | +$72K | 0.14% | 89 |
|
|
2022
Q2 | $228K | Hold |
4,555
| – | – | 0.1% | 100 |
|
|
2022
Q1 | $233K | Buy |
4,555
+489
| +12% | +$25K | 0.1% | 104 |
|
|
2021
Q4 | $209K | Buy |
4,066
+16
| +0.4% | +$822 | 0.08% | 106 |
|
|
2021
Q3 | $213K | Hold |
4,050
| – | – | 0.09% | 101 |
|
|
2021
Q2 | $212K | Sell |
4,050
-483
| -11% | -$25.3K | 0.09% | 95 |
|
|
2021
Q1 | $234K | Buy |
4,533
+523
| +13% | +$27K | 0.13% | 81 |
|
|
2020
Q4 | $205K | Hold |
4,010
| – | – | 0.12% | 84 |
|
|
2020
Q3 | $205K | Hold |
4,010
| – | – | 0.14% | 79 |
|
|
2020
Q2 | $201K | Buy |
+4,010
| New | +$201K | 0.15% | 76 |
|
|
2020
Q1 | – | Sell |
-3,606
| Closed | -$178K | – | 89 |
|
|
2019
Q4 | $178K | Buy |
3,606
+81
| +2% | +$4K | 0.15% | 72 |
|
|
2019
Q3 | $173K | Hold |
3,525
| – | – | 0.15% | 67 |
|
|
2019
Q2 | $174K | Buy |
3,525
+651
| +23% | +$32.1K | 0.16% | 66 |
|
|
2019
Q1 | $140K | Buy |
+2,874
| New | +$140K | 0.14% | 64 |
|