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Baldrige Asset Management LLC: VTV position timeline

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

Baldrige Asset Management LLC held 22,877 VTV 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 22,877 shares
    Change vs previous 13F -14 shares

    1.3% of the 13F portfolio, value $3,160,000.

    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 22,891 shares
    Change vs previous 13F +5,706 shares

    1.43% of the 13F portfolio, value $3,213,000.

    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 17,185 shares
    Change vs previous 13F +658 shares

    1.01% of the 13F portfolio, value $2,122,000.

    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 16,527 shares
    Change vs previous 13F +642 shares

    1% of the 13F portfolio, value $2,180,000.

    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 15,885 shares
    Change vs previous 13F -275 shares

    0.96% of the 13F portfolio, value $2,347,000.

    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 16,160 shares
    Change vs previous 13F -362 shares

    0.93% of the 13F portfolio, value $2,377,000.

    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 16,522 shares
    Change vs previous 13F +71 shares

    0.93% of the 13F portfolio, value $2,237,000.

    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 16,451 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $2,261,000.

    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).