Financial Advocates Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-43,905
| Closed | -$3.82M | – | 702 |
|
|
2023
Q2 | $3.82M | Sell |
43,905
-1,090
| -2% | -$94.9K | 0.27% | 89 |
|
|
2023
Q1 | $4.07M | Buy |
44,995
+12,973
| +41% | +$1.17M | 0.29% | 79 |
|
|
2022
Q4 | $2.65M | Sell |
32,022
-17,270
| -35% | -$1.43M | 0.2% | 128 |
|
|
2022
Q3 | $4.27M | Buy |
+49,292
| New | +$4.27M | 0.35% | 73 |
|
|
2021
Q2 | – | Sell |
-3,177
| Closed | -$368K | – | 745 |
|
|
2021
Q1 | $368K | Sell |
3,177
-17,855
| -85% | -$2.07M | 0.03% | 536 |
|
|
2020
Q4 | $3.2M | Buy |
21,032
+9,285
| +79% | +$1.41M | 0.22% | 98 |
|
|
2020
Q3 | $1.95M | Sell |
11,747
-57,763
| -83% | -$9.56M | 0.17% | 127 |
|
|
2020
Q2 | $11.5M | Sell |
69,510
-8,976
| -11% | -$1.49M | 1.09% | 10 |
|
|
2020
Q1 | $13.2M | Buy |
78,486
+38,924
| +98% | +$6.53M | 1.88% | 6 |
|
|
2019
Q4 | $5.14M | Buy |
39,562
+3,041
| +8% | +$395K | 0.55% | 37 |
|
|
2019
Q3 | $5.16M | Buy |
36,521
+31,400
| +613% | +$4.44M | 0.59% | 35 |
|
|
2019
Q2 | $650K | Buy |
+5,121
| New | +$650K | 0.08% | 235 |
|