Merit Financial Group’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
Q1 | – | Sell |
-7,538
| Closed | -$511K | – | 1408 |
|
|
2024
Q4 | $511K | Sell |
7,538
-398
| -5% | -$27K | 0.01% | 722 |
|
|
2024
Q3 | $632K | Sell |
7,936
-488
| -6% | -$38.9K | 0.01% | 514 |
|
|
2024
Q2 | $618K | Sell |
8,424
-6,681
| -44% | -$490K | 0.01% | 532 |
|
|
2024
Q1 | $1.07M | Buy |
15,105
+1,221
| +9% | +$86.4K | 0.03% | 386 |
|
|
2023
Q4 | $1.13M | Sell |
13,884
-12,115
| -47% | -$982K | 0.03% | 282 |
|
|
2023
Q3 | $1.82M | Buy |
25,999
+5,147
| +25% | +$360K | 0.06% | 234 |
|
|
2023
Q2 | $1.82M | Buy |
+20,852
| New | +$1.82M | 0.06% | 236 |
|