Baldrige Asset Management LLC Buys iShares ESG 1-5 Year USD Corporate Bond ETF, Vanguard Emerging Markets Government Bond ETF, SPDR® Portfolio S&P 1500 Composite Stock Market E, Sells The Home Depot Inc, Exxon Mobil Corp, Nokia Oyj

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Feb 11, 2020
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Investment company Baldrige Asset Management LLC (Current Portfolio) buys iShares ESG 1-5 Year USD Corporate Bond ETF, Vanguard Emerging Markets Government Bond ETF, SPDR® Portfolio S&P 1500 Composite Stock Market E, Universal Forest Products Inc, NVIDIA Corp, sells The Home Depot Inc, Exxon Mobil Corp, Nokia Oyj during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Baldrige Asset Management LLC. As of 2019Q4, Baldrige Asset Management LLC owns 78 stocks with a total value of $118 million. These are the details of the buys and sells.

For the details of Baldrige Asset Management LLC's stock buys and sells, go to https://www.gurufocus.com/guru/baldrige+asset+management+llc/current-portfolio/portfolio

These are the top 5 holdings of Baldrige Asset Management LLC
  1. Vanguard Short-Term Corporate Bond ETF (VCSH) - 200,236 shares, 13.73% of the total portfolio. Shares added by 8.55%
  2. Vanguard Total Stock Market ETF (VTI) - 33,487 shares, 4.64% of the total portfolio. Shares reduced by 0.44%
  3. iShares Core S&P Total U.S. Stock Market ETF (ITOT) - 75,317 shares, 4.63% of the total portfolio. Shares reduced by 0.36%
  4. Apple Inc (AAPL) - 17,220 shares, 4.28% of the total portfolio. Shares reduced by 2.82%
  5. Vanguard Small-Cap Value ETF (VBR) - 36,801 shares, 4.27% of the total portfolio. Shares reduced by 0.83%
New Purchase: iShares ESG 1-5 Year USD Corporate Bond ETF (SUSB)

Baldrige Asset Management LLC initiated holding in iShares ESG 1-5 Year USD Corporate Bond ETF. The purchase prices were between $25.31 and $25.53, with an estimated average price of $25.44. The stock is now traded at around $25.59. The impact to a portfolio due to this purchase was 0.38%. The holding were 17,491 shares as of .

New Purchase: SPDR® Portfolio S&P 1500 Composite Stock Market E (SPTM)

Baldrige Asset Management LLC initiated holding in SPDR® Portfolio S&P 1500 Composite Stock Market E. The purchase prices were between $35.63 and $39.97, with an estimated average price of $38.19. The stock is now traded at around $41.43. The impact to a portfolio due to this purchase was 0.17%. The holding were 5,070 shares as of .

New Purchase: NVIDIA Corp (NVDA)

Baldrige Asset Management LLC initiated holding in NVIDIA Corp. The purchase prices were between $173.04 and $239.37, with an estimated average price of $209.21. The stock is now traded at around $267.89. The impact to a portfolio due to this purchase was 0.01%. The holding were 50 shares as of .

Added: Vanguard Emerging Markets Government Bond ETF (VWOB)

Baldrige Asset Management LLC added to a holding in Vanguard Emerging Markets Government Bond ETF by 222.98%. The purchase prices were between $79.28 and $81.5, with an estimated average price of $80.37. The stock is now traded at around $82.35. The impact to a portfolio due to this purchase was 0.18%. The holding were 3,711 shares as of .

Added: Universal Forest Products Inc (UFPI)

Baldrige Asset Management LLC added to a holding in Universal Forest Products Inc by 37.39%. The purchase prices were between $38.78 and $52.26, with an estimated average price of $47.32. The stock is now traded at around $49.62. The impact to a portfolio due to this purchase was 0.11%. The holding were 9,645 shares as of .

Sold Out: The Home Depot Inc (HD)

Baldrige Asset Management LLC sold out a holding in The Home Depot Inc. The sale prices were between $212 and $238.85, with an estimated average price of $226.26.

Sold Out: Exxon Mobil Corp (XOM)

Baldrige Asset Management LLC sold out a holding in Exxon Mobil Corp. The sale prices were between $66.7 and $73.09, with an estimated average price of $69.16.

Sold Out: Nokia Oyj (NOK)

Baldrige Asset Management LLC sold out a holding in Nokia Oyj. The sale prices were between $3.35 and $5.23, with an estimated average price of $3.91.



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