Owen LaRue’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 |
-17,676
| Closed | -$1.2M | – | 98 |
|
2024
Q4 | $1.2M | Sell |
17,676
-144,776
| -89% | -$9.8M | 0.63% | 39 |
|
2024
Q3 | $12.9M | Buy |
162,452
+22,802
| +16% | +$1.82M | 6.87% | 1 |
|
2024
Q2 | $10.3M | Sell |
139,650
-20,097
| -13% | -$1.48M | 6.34% | 3 |
|
2024
Q1 | $12.2M | Buy |
159,747
+115,051
| +257% | +$8.81M | 7.66% | 1 |
|
2023
Q4 | $3.62M | Buy |
+44,696
| New | +$3.62M | 3.45% | 7 |
|