JPLA
Joseph P. Lucia & Associates’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-185
| Closed | -$19K | – | 196 |
|
|
2022
Q2 | $19K | Hold |
185
| – | – | 0.01% | 252 |
|
|
2022
Q1 | $23K | Sell |
185
-1,336
| -88% | -$166K | 0.01% | 251 |
|
|
2021
Q4 | $213K | Sell |
1,521
-555
| -27% | -$77.7K | 0.14% | 118 |
|
|
2021
Q3 | $281K | Sell |
2,076
-72
| -3% | -$9.75K | 0.17% | 108 |
|
|
2021
Q2 | $291K | Sell |
2,148
-235
| -10% | -$31.8K | 0.17% | 106 |
|
|
2021
Q1 | $299K | Hold |
2,383
| – | – | 0.13% | 97 |
|
|
2020
Q4 | $363K | Sell |
2,383
-569
| -19% | -$86.7K | 0.25% | 77 |
|
|
2020
Q3 | $489K | Buy |
2,952
+185
| +7% | +$30.6K | 0.46% | 59 |
|
|
2020
Q2 | $459K | Buy |
+2,767
| New | +$459K | 0.41% | 60 |
|