FGA
Fortis Group Advisors’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
Q1 | – | Sell |
-94,355
| Closed | -$8.54M | – | 520 |
|
|
2023
Q4 | $8.54M | Hold |
94,355
| – | – | 2.11% | 9 |
|
|
2023
Q3 | $8.54M | Buy |
94,355
+82,581
| +701% | +$7.48M | 2.62% | 8 |
|
|
2023
Q2 | $1.03M | Sell |
11,774
-46,264
| -80% | -$4.03M | 0.27% | 60 |
|
|
2023
Q1 | $5.22M | Buy |
+58,038
| New | +$5.22M | 1.58% | 14 |
|