J.P. Morgan Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-14,374
| Closed | -$1.56M | – | 1487 |
|
|
2018
Q3 | $1.56M | Buy |
+14,374
| New | +$1.56M | 0.01% | 683 |
|
|
2018
Q1 | – | Sell |
-14,374
| Closed | -$1.74M | – | 1309 |
|
|
2017
Q4 | $1.74M | Hold |
14,374
| – | – | 0.01% | 517 |
|
|
2017
Q3 | $1.68M | Hold |
14,374
| – | – | 0.01% | 505 |
|
|
2017
Q2 | $1.69M | Hold |
14,374
| – | – | 0.01% | 496 |
|
|
2017
Q1 | $1.6M | Buy |
+14,374
| New | +$1.6M | 0.01% | 514 |
|
|
2016
Q4 | – | Sell |
-23,015
| Closed | -$3.14M | – | 1251 |
|
|
2016
Q3 | $3.14M | Hold |
23,015
| – | – | 0.03% | 349 |
|
|
2016
Q2 | $3.18M | Buy |
23,015
+16,680
| +263% | +$2.3M | 0.03% | 346 |
|
|
2016
Q1 | $803K | Buy |
+6,335
| New | +$803K | 0.01% | 612 |
|