Atria Wealth Solutions’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$975K Sell
14,487
-51,822
-78% -$3.49M 0.02% 645
2025
Q1
$4.72M Sell
66,309
-1,161
-2% -$82.6K 0.06% 352
2024
Q4
$4.57M Sell
67,470
-30,699
-31% -$2.08M 0.05% 378
2024
Q3
$7.82M Buy
98,169
+14,637
+18% +$1.17M 0.08% 245
2024
Q2
$6.13M Sell
83,532
-3,862
-4% -$284K 0.07% 293
2024
Q1
$6.69M Sell
87,394
-38,174
-30% -$2.92M 0.08% 266
2023
Q4
$10.2M Buy
125,568
+55,977
+80% +$4.54M 0.13% 166
2023
Q3
$4.87M Sell
69,591
-33,324
-32% -$2.33M 0.07% 299
2023
Q2
$8.96M Buy
102,915
+31,536
+44% +$2.75M 0.12% 168
2023
Q1
$6.46M Buy
71,379
+24,229
+51% +$2.19M 0.1% 209
2022
Q4
$3.91M Buy
47,150
+431
+0.9% +$35.7K 0.06% 307
2022
Q3
$4.05M Buy
46,719
+42,261
+948% +$3.66M 0.07% 273
2022
Q2
$446K Sell
4,458
-7,196
-62% -$720K 0.01% 1005
2022
Q1
$1.42M Buy
+11,654
New +$1.42M 0.02% 594