BAM
Baldrige Asset Management’s Vanguard Large-Cap ETF VV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | $139K | Hold |
742
| – | – | 0.06% | 130 |
|
2022
Q4 | $129K | Hold |
742
| – | – | 0.06% | 126 |
|
2022
Q3 | $121K | Hold |
742
| – | – | 0.06% | 126 |
|
2022
Q2 | $128K | Hold |
742
| – | – | 0.06% | 124 |
|
2022
Q1 | $155K | Hold |
742
| – | – | 0.06% | 118 |
|
2021
Q4 | $164K | Hold |
742
| – | – | 0.06% | 114 |
|
2021
Q3 | $149K | Hold |
742
| – | – | 0.06% | 114 |
|
2021
Q2 | $149K | Buy |
+742
| New | +$149K | 0.06% | 114 |
|