Aveo Capital Partners’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
2024
Q1
Sell
-7,328
Closed -$594K 367
2023
Q4
$594K Sell
7,328
-4,169
-36% -$338K 0.07% 184
2023
Q3
$805K Buy
11,497
+6,616
+136% +$463K 0.11% 143
2023
Q2
$425K Sell
4,881
-911
-16% -$79.3K 0.05% 224
2023
Q1
$524K Buy
+5,792
New +$524K 0.07% 185