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B.O.S.S. Retirement Advisors’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

B.O.S.S. Retirement Advisors’s Portfolio EDV Stock Details EDV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-11,805
Closed -$957K – 160
2023
Q4 		$957K Buy
11,805
+468
+4% +$37.9K 0.19% 155
2023
Q3 		$794K Buy
11,337
+580
+5% +$40.6K 0.17% 164
2023
Q2 		$937K Buy
+10,757
New +$937K 0.2% 161