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 |
|