Baldrige Asset Management LLC: VBR position timeline

Baldrige Asset Management LLC held 64,897 VBR shares at 2023-03-31 per its 13F-HR filed 2023-04-17.

the latest 13F is the newest step

1. period ended2023-03-31

   13F 64,897 shares

   Change vs previous 13F +121 shares

   4.23% of the 13F portfolio, value $10,303,000.

   13F-HR 0001761742-23-000002 filed by Baldrige Asset Management LLC
   Filed 2023-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2022-12-31

   13F 64,776 shares

   Change vs previous 13F -985 shares

   4.58% of the 13F portfolio, value $10,286,000.

   13F-HR 0001761742-23-000001 filed by Baldrige Asset Management LLC
   Filed 2023-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2022-09-30

   13F 65,761 shares

   Change vs previous 13F -3 shares

   4.49% of the 13F portfolio, value $9,430,000.

   13F-HR 0001761742-22-000004 filed by Baldrige Asset Management LLC
   Filed 2022-10-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2022-06-30

   13F 65,764 shares

   Change vs previous 13F -816 shares

   4.51% of the 13F portfolio, value $9,853,000.

   13F-HR 0001761742-22-000003 filed by Baldrige Asset Management LLC
   Filed 2022-07-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2022-03-31

   13F 66,580 shares

   Change vs previous 13F -1,351 shares

   4.79% of the 13F portfolio, value $11,714,000.

   13F-HR 0001761742-22-000002 filed by Baldrige Asset Management LLC
   Filed 2022-04-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2021-12-31

   13F 67,931 shares

   Change vs previous 13F -207 shares

   4.73% of the 13F portfolio, value $12,149,000.

   13F-HR 0001761742-22-000001 filed by Baldrige Asset Management LLC
   Filed 2022-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2021-09-30

   13F 68,138 shares

   Change vs previous 13F -840 shares

   4.8% of the 13F portfolio, value $11,533,000.

   13F-HR 0001761742-21-000004 filed by Baldrige Asset Management LLC
   Filed 2021-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2021-06-30

   13F 68,978 shares

   Change vs previous 13F not available

   5.19% of the 13F portfolio, value $11,979,000.

   13F-HR 0001761742-21-000003 filed by Baldrige Asset Management LLC
   Filed 2021-08-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC

   Acceptance time not in the bulk data set (spec §4.2).