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Baldrige Asset Management LLC: VUSB position timeline

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

Baldrige Asset Management LLC held 22,160 VUSB 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 22,160 shares
    Change vs previous 13F -1,975 shares

    0.45% of the 13F portfolio, value $1,091,000.

    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 24,135 shares
    Change vs previous 13F -1,911 shares

    0.53% of the 13F portfolio, value $1,183,000.

    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 26,046 shares
    Change vs previous 13F -395 shares

    0.61% of the 13F portfolio, value $1,275,000.

    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 26,441 shares
    Change vs previous 13F +7,994 shares

    0.6% of the 13F portfolio, value $1,301,000.

    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 18,447 shares
    Change vs previous 13F -15,885 shares

    0.37% of the 13F portfolio, value $911,000.

    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 34,332 shares
    Change vs previous 13F +1,187 shares

    0.67% of the 13F portfolio, value $1,715,000.

    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 33,145 shares
    Change vs previous 13F +20,121 shares

    0.69% of the 13F portfolio, value $1,662,000.

    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 13,024 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $653,000.

    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).