IRON Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,296
| Closed | -$401K | – | 100 |
|
|
2022
Q1 | $401K | Sell |
3,296
-856
| -21% | -$104K | 0.18% | 74 |
|
|
2021
Q4 | $581K | Buy |
4,152
+182
| +5% | +$25.5K | 0.26% | 48 |
|
|
2021
Q3 | $538K | Buy |
3,970
+410
| +12% | +$55.6K | 0.26% | 44 |
|
|
2021
Q2 | $482K | Buy |
3,560
+1,228
| +53% | +$166K | 0.23% | 57 |
|
|
2021
Q1 | $293K | Buy |
+2,332
| New | +$293K | 0.15% | 75 |
|