BAM
Baldrige Asset Management’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.09M | Sell |
22,160
-1,975
| -8% | -$97.2K | 0.45% | 51 |
|
|
2022
Q4 | $1.18M | Sell |
24,135
-1,911
| -7% | -$93.7K | 0.53% | 45 |
|
|
2022
Q3 | $1.28M | Sell |
26,046
-395
| -1% | -$19.3K | 0.61% | 42 |
|
|
2022
Q2 | $1.3M | Buy |
26,441
+7,994
| +43% | +$393K | 0.6% | 41 |
|
|
2022
Q1 | $911K | Sell |
18,447
-15,885
| -46% | -$784K | 0.37% | 55 |
|
|
2021
Q4 | $1.72M | Buy |
34,332
+1,187
| +4% | +$59.3K | 0.67% | 36 |
|
|
2021
Q3 | $1.66M | Buy |
33,145
+20,121
| +154% | +$1.01M | 0.69% | 37 |
|
|
2021
Q2 | $653K | Buy |
+13,024
| New | +$653K | 0.28% | 59 |
|