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Baldrige Asset Management LLC: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Baldrige Asset Management LLC on VTI, newest first. How the timeline and the estimate are built.

Baldrige Asset Management LLC held 40,663 VTI 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 40,663 shares
    Change vs previous 13F +374 shares

    3.4% of the 13F portfolio, value $8,299,000.

    13F-HR 0001761742-23-000002 filed by Baldrige Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-12-31
    13F 40,289 shares
    Change vs previous 13F -917 shares

    3.43% of the 13F portfolio, value $7,703,000.

    13F-HR 0001761742-23-000001 filed by Baldrige Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-09-30
    13F 41,206 shares
    Change vs previous 13F +265 shares

    3.52% of the 13F portfolio, value $7,395,000.

    13F-HR 0001761742-22-000004 filed by Baldrige Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-06-30
    13F 40,941 shares
    Change vs previous 13F -363 shares

    3.54% of the 13F portfolio, value $7,722,000.

    13F-HR 0001761742-22-000003 filed by Baldrige Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-03-31
    13F 41,304 shares
    Change vs previous 13F +48 shares

    3.84% of the 13F portfolio, value $9,404,000.

    13F-HR 0001761742-22-000002 filed by Baldrige Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-12-31
    13F 41,256 shares
    Change vs previous 13F -466 shares

    3.88% of the 13F portfolio, value $9,961,000.

    13F-HR 0001761742-22-000001 filed by Baldrige Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-09-30
    13F 41,722 shares
    Change vs previous 13F -886 shares

    3.86% of the 13F portfolio, value $9,265,000.

    13F-HR 0001761742-21-000004 filed by Baldrige Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-06-30
    13F 42,608 shares
    Change vs previous 13F not available

    4.11% of the 13F portfolio, value $9,494,000.

    13F-HR 0001761742-21-000003 filed by Baldrige Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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