Jones Financial Companies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Sell |
19,431
-553
| -3% | -$36.6K | ﹤0.01% | 911 |
|
|
2025
Q1 | $1.4M | Sell |
19,984
-5,293
| -21% | -$371K | ﹤0.01% | 747 |
|
|
2024
Q4 | $1.71M | Buy |
25,277
+11,403
| +82% | +$772K | ﹤0.01% | 601 |
|
|
2024
Q3 | $1.11M | Buy |
13,874
+9,394
| +210% | +$752K | ﹤0.01% | 583 |
|
|
2024
Q2 | $329K | Buy |
4,480
+3,099
| +224% | +$227K | ﹤0.01% | 665 |
|
|
2024
Q1 | $106K | Buy |
+1,381
| New | +$106K | ﹤0.01% | 579 |
|