Heritage Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,227
| Closed | -$261K | – | 60 |
|
|
2024
Q1 | $261K | Hold |
3,227
| – | – | 0.53% | 31 |
|
|
2023
Q4 | $261K | Sell |
3,227
-125
| -4% | -$10.1K | 0.53% | 31 |
|
|
2023
Q3 | $235K | Sell |
3,352
-4,141
| -55% | -$290K | 0.5% | 34 |
|
|
2023
Q2 | $652K | Buy |
+7,493
| New | +$652K | 0.38% | 44 |
|
|
2023
Q1 | – | Sell |
-22,841
| Closed | -$1.84M | – | 37 |
|
|
2022
Q4 | $1.84M | Buy |
+22,841
| New | +$1.84M | 1.69% | 16 |
|