Drive Wealth Management’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
Q1 | – | Sell |
-3,035
| Closed | -$206K | – | 340 |
|
|
2024
Q4 | $206K | Sell |
3,035
-8,449
| -74% | -$572K | 0.05% | 309 |
|
|
2024
Q3 | $915K | Sell |
11,484
-4,000
| -26% | -$319K | 0.24% | 80 |
|
|
2024
Q2 | $1.14M | Buy |
15,484
+7,000
| +83% | +$514K | 0.31% | 65 |
|
|
2024
Q1 | $650K | Sell |
8,484
-600
| -7% | -$46K | 0.18% | 103 |
|
|
2023
Q4 | $736K | Sell |
9,084
-1,579
| -15% | -$128K | 0.24% | 88 |
|
|
2023
Q3 | $747K | Sell |
10,663
-445
| -4% | -$31.2K | 0.27% | 82 |
|
|
2023
Q2 | $967K | Buy |
11,108
+336
| +3% | +$29.3K | 0.36% | 62 |
|
|
2023
Q1 | $975K | Buy |
10,772
+1,200
| +13% | +$109K | 0.41% | 61 |
|
|
2022
Q4 | $793K | Buy |
+9,572
| New | +$793K | 0.4% | 56 |
|