AWM
Apollon Wealth Management’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,279
| Closed | -$286K | – | 366 |
|
|
2021
Q1 | $286K | Buy |
+2,279
| New | +$286K | 0.06% | 275 |
|
|
2020
Q4 | – | Sell |
-1,460
| Closed | -$242K | – | 218 |
|
|
2020
Q3 | $242K | Buy |
1,460
+23
| +2% | +$3.81K | 0.11% | 129 |
|
|
2020
Q2 | $239K | Buy |
+1,437
| New | +$239K | 0.13% | 86 |
|