Heritage Wealth Partners’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Heritage Wealth Partners’s Portfolio EDV Stock Details EDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell
2024 Q1	$261K	Hold
2023 Q4	$261K	Sell
2023 Q3	$235K	Sell
2023 Q2	$652K	Buy
2023 Q1	–	Sell
2022 Q4	$1.84M	Buy