Avantax Advisory Services’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
Q2 | $253K | Sell |
3,761
-227
| -6% | -$15.3K | ﹤0.01% | 2045 |
|
|
2025
Q1 | $284K | Buy |
3,988
+29
| +0.7% | +$2.06K | ﹤0.01% | 1872 |
|
|
2024
Q4 | $268K | Sell |
3,959
-2,211
| -36% | -$150K | ﹤0.01% | 1859 |
|
|
2024
Q3 | $492K | Buy |
6,170
+1,267
| +26% | +$101K | ﹤0.01% | 1419 |
|
|
2024
Q2 | $360K | Buy |
4,903
+533
| +12% | +$39.1K | ﹤0.01% | 1579 |
|
|
2024
Q1 | $335K | Sell |
4,370
-7,638
| -64% | -$585K | ﹤0.01% | 1240 |
|
|
2023
Q4 | $973K | Sell |
12,008
-6,817
| -36% | -$552K | 0.01% | 724 |
|
|
2023
Q3 | $1.32M | Buy |
18,825
+7,730
| +70% | +$541K | 0.01% | 590 |
|
|
2023
Q2 | $966K | Buy |
11,095
+6,712
| +153% | +$584K | 0.01% | 691 |
|
|
2023
Q1 | $397K | Buy |
4,383
+1,758
| +67% | +$159K | ﹤0.01% | 1008 |
|
|
2022
Q4 | $217K | Buy |
+2,625
| New | +$217K | ﹤0.01% | 1272 |
|