Global Retirement Partners’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
Q2 | $122K | Buy |
+1,812
| New | +$122K | ﹤0.01% | 1328 |
|
|
2024
Q4 | $131K | Buy |
1,937
+208
| +12% | +$14.1K | ﹤0.01% | 1141 |
|
|
2024
Q3 | $138K | Buy |
1,729
+138
| +9% | +$11K | ﹤0.01% | 1079 |
|
|
2024
Q2 | $117K | Buy |
1,591
+133
| +9% | +$9.76K | ﹤0.01% | 1116 |
|
|
2024
Q1 | $112K | Buy |
1,458
+400
| +38% | +$30.6K | ﹤0.01% | 1030 |
|
|
2023
Q4 | $80.2K | Buy |
1,058
+1,036
| +4,709% | +$78.5K | ﹤0.01% | 1157 |
|
|
2023
Q3 | $1.5K | Hold |
22
| – | – | ﹤0.01% | 2646 |
|
|
2023
Q2 | $1.94K | Hold |
22
| – | – | ﹤0.01% | 2560 |
|
|
2023
Q1 | $2K | Sell |
22
-75
| -77% | -$6.83K | ﹤0.01% | 2506 |
|
|
2022
Q4 | $8.05K | Sell |
97
-16
| -14% | -$1.33K | ﹤0.01% | 1857 |
|
|
2022
Q3 | $9K | Buy |
113
+38
| +51% | +$3.03K | ﹤0.01% | 1712 |
|
|
2022
Q2 | $8K | Hold |
75
| – | – | ﹤0.01% | 1717 |
|
|
2022
Q1 | $8K | Hold |
75
| – | – | ﹤0.01% | 1700 |
|
|
2021
Q4 | $11K | Hold |
75
| – | – | 0.01% | 145 |
|
|
2021
Q3 | $10K | Hold |
75
| – | – | ﹤0.01% | 1416 |
|
|
2021
Q2 | $10K | Hold |
75
| – | – | ﹤0.01% | 1372 |
|
|
2021
Q1 | $9K | Hold |
75
| – | – | ﹤0.01% | 1309 |
|
|
2020
Q4 | $11K | Hold |
75
| – | – | ﹤0.01% | 1222 |
|
|
2020
Q3 | $12K | Hold |
75
| – | – | ﹤0.01% | 1083 |
|
|
2020
Q2 | $12K | Hold |
75
| – | – | ﹤0.01% | 1060 |
|
|
2020
Q1 | $13K | Hold |
75
| – | – | ﹤0.01% | 936 |
|
|
2019
Q4 | $10K | Buy |
+75
| New | +$10K | ﹤0.01% | 1147 |
|