IA
IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Sell |
6,238
-40
| -0.6% | -$2.69K | 0.01% | 907 |
|
|
2025
Q1 | $446K | Sell |
6,278
-20,394
| -76% | -$1.45M | 0.01% | 811 |
|
|
2024
Q4 | $1.81M | Sell |
26,672
-2,849
| -10% | -$193K | 0.06% | 354 |
|
|
2024
Q3 | $2.35M | Sell |
29,521
-1,848
| -6% | -$147K | 0.08% | 263 |
|
|
2024
Q2 | $2.3M | Buy |
31,369
+151
| +0.5% | +$11.1K | 0.09% | 234 |
|
|
2024
Q1 | $2.39M | Buy |
31,218
+499
| +2% | +$38.2K | 0.1% | 214 |
|
|
2023
Q4 | $2.49M | Buy |
30,719
+27,332
| +807% | +$2.21M | 0.12% | 193 |
|
|
2023
Q3 | $237K | Sell |
3,387
-1,567
| -32% | -$110K | 0.01% | 889 |
|
|
2023
Q2 | $431K | Buy |
4,954
+701
| +16% | +$61K | 0.02% | 704 |
|
|
2023
Q1 | $482K | Sell |
4,253
-1,078
| -20% | -$122K | 0.02% | 619 |
|
|
2022
Q4 | $606K | Sell |
5,331
-137,922
| -96% | -$15.7M | 0.02% | 810 |
|
|
2022
Q3 | $16.3M | Buy |
143,253
+199
| +0.1% | +$22.6K | 0.42% | 35 |
|
|
2022
Q2 | $16.3M | Hold |
143,054
| – | – | 0.52% | 25 |
|
|
2022
Q1 | $16.3M | Buy |
143,054
+136,635
| +2,129% | +$15.5M | 0.52% | 25 |
|
|
2021
Q4 | $898K | Sell |
6,419
-652
| -9% | -$91.2K | 0.02% | 425 |
|
|
2021
Q3 | $962K | Sell |
7,071
-12,530
| -64% | -$1.7M | 0.02% | 398 |
|
|
2021
Q2 | $2.65M | Buy |
19,601
+18,911
| +2,741% | +$2.55M | 0.05% | 202 |
|
|
2021
Q1 | $86K | Sell |
690
-17,967
| -96% | -$2.24M | ﹤0.01% | 1228 |
|
|
2020
Q4 | $2.84M | Sell |
18,657
-149,549
| -89% | -$22.8M | 0.12% | 153 |
|
|
2020
Q3 | $27.8M | Buy |
168,206
+106,077
| +171% | +$17.6M | 1.66% | 7 |
|
|
2020
Q2 | $10.4M | Buy |
62,129
+13,157
| +27% | +$2.2M | 0.82% | 17 |
|
|
2020
Q1 | $8.12M | Sell |
48,972
-65,771
| -57% | -$10.9M | 0.82% | 18 |
|
|
2019
Q4 | $15.2M | Buy |
114,743
+46,857
| +69% | +$6.2M | 1.14% | 8 |
|
|
2019
Q3 | $9.56M | Buy |
+67,886
| New | +$9.56M | 0.64% | 23 |
|
|
2019
Q1 | $421K | Sell |
3,532
-65,999
| -95% | -$7.87M | 0.06% | 321 |
|
|
2018
Q4 | $7.84M | Buy |
69,531
+10,689
| +18% | +$1.21M | 0.48% | 39 |
|
|
2018
Q3 | $6.39M | Buy |
58,842
+30,379
| +107% | +$3.3M | 0.26% | 80 |
|
|
2018
Q2 | $3.27M | Sell |
28,463
-11,241
| -28% | -$1.29M | 0.14% | 173 |
|
|
2018
Q1 | $4.8M | Hold |
39,704
| – | – | 0.22% | 94 |
|
|
2017
Q4 | $4.8M | Buy |
39,704
+2,972
| +8% | +$360K | 0.22% | 94 |
|
|
2017
Q3 | $4.29M | Buy |
36,732
+696
| +2% | +$81.2K | 0.17% | 128 |
|
|
2017
Q2 | $4.23M | Buy |
36,036
+1,726
| +5% | +$203K | 0.18% | 119 |
|
|
2017
Q1 | $3.81M | Buy |
34,310
+3,476
| +11% | +$386K | 0.17% | 136 |
|
|
2016
Q4 | $3.37M | Sell |
30,834
-11,764
| -28% | -$1.29M | 0.16% | 140 |
|
|
2016
Q3 | $5.81M | Buy |
42,598
+1,427
| +3% | +$195K | 0.3% | 65 |
|
|
2016
Q2 | $5.69M | Buy |
41,171
+37,639
| +1,066% | +$5.2M | 0.32% | 65 |
|
|
2016
Q1 | $421K | Buy |
+3,532
| New | +$421K | 0.06% | 321 |
|