AWA
Authentikos Wealth Advisory’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,834
| Closed | -$217K | – | 46 |
|
|
2024
Q1 | $217K | Buy |
2,834
+229
| +9% | +$17.5K | 0.22% | 60 |
|
|
2023
Q4 | $211K | Sell |
2,605
-850
| -25% | -$68.9K | 0.22% | 55 |
|
|
2023
Q3 | $242K | Buy |
3,455
+534
| +18% | +$37.4K | 0.23% | 53 |
|
|
2023
Q2 | $254K | Buy |
+2,921
| New | +$254K | 0.24% | 53 |
|