Level Four Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,775
| Closed | -$225K | – | 775 |
|
|
2024
Q1 | $225K | Buy |
+2,775
| New | +$225K | 0.01% | 691 |
|
|
2018
Q2 | – | Sell |
-33,882
| Closed | -$3.88M | – | 612 |
|
|
2018
Q1 | $3.88M | Buy |
33,882
+6,575
| +24% | +$754K | 0.3% | 76 |
|
|
2017
Q4 | $3.3M | Sell |
27,307
-6,356
| -19% | -$769K | 0.26% | 85 |
|
|
2017
Q3 | $3.93M | Buy |
+33,663
| New | +$3.93M | 0.35% | 64 |
|