CAPTRUST Financial Advisors’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Sell |
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|
2025
Q1 | $6.81M | Buy |
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|
2024
Q4 | $6.35M | Buy |
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|
2024
Q3 | $7.1M | Sell |
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|
2024
Q2 | $6.88M | Buy |
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|
2024
Q1 | $7.15M | Buy |
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|
2023
Q4 | $1.56M | Sell |
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|
2023
Q3 | $1.48M | Buy |
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|
2023
Q2 | $1.71M | Sell |
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|
2023
Q1 | $2.31M | Buy |
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|
2022
Q4 | $1.38M | Sell |
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|
2022
Q3 | $2.32M | Sell |
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|
2022
Q2 | $4.7M | Hold |
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|
2022
Q1 | $5.71M | Buy |
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|
2021
Q4 | $47K | Hold |
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|
2021
Q3 | $46K | Hold |
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|
2021
Q2 | $45K | Hold |
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|
2021
Q1 | $42K | Sell |
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|
2020
Q4 | $59K | Sell |
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|
2020
Q3 | $214K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $0 | Hold |
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|
2019
Q2 | $0 | Hold |
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|
2019
Q1 | $0 | Hold |
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|
2018
Q4 | $0 | Hold |
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|
2018
Q3 | $0 | Hold |
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|
2018
Q2 | $0 | Hold |
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|
2018
Q1 | $0 | Hold |
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|
2017
Q4 | $0 | Hold |
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|
2017
Q3 | $0 | Hold |
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|
2017
Q2 | $0 | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $0 | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $0 | Hold |
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|
2015
Q4 | $0 | Hold |
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|
2015
Q3 | $0 | Sell |
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|
2015
Q2 | $28K | Sell |
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|
2015
Q1 | $52.2K | Buy |
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