Envestnet Portfolio Solutions’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-23,589
Closed -$1.88M 1742
2024
Q3
$1.88M Buy
23,589
+7,457
+46% +$594K 0.01% 682
2024
Q2
$1.18M Sell
16,132
-310
-2% -$22.8K ﹤0.01% 807
2024
Q1
$1.26M Sell
16,442
-24,441
-60% -$1.87M ﹤0.01% 775
2023
Q4
$3.31M Buy
+40,883
New +$3.31M 0.01% 445