Allworth Financial’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-903
| Closed | -$60.9K | – | 4086 |
|
|
2024
Q4 | $60.9K | Buy |
+903
| New | +$60.9K | ﹤0.01% | 1478 |
|
|
2022
Q2 | – | Sell |
-895
| Closed | -$109K | – | 2498 |
|
|
2022
Q1 | $109K | Buy |
+895
| New | +$109K | ﹤0.01% | 703 |
|
|
2021
Q1 | – | Sell |
-12
| Closed | -$2K | – | 1519 |
|
|
2020
Q4 | $2K | Sell |
12
-748
| -98% | -$125K | ﹤0.01% | 1142 |
|
|
2020
Q3 | $126K | Buy |
+760
| New | +$126K | ﹤0.01% | 295 |
|