Patriot Financial Group Insurance Agency’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
2022
Q1
Sell
-360
Closed -$50K 2093
2021
Q4
$50K Hold
360
0.01% 859
2021
Q3
$49K Sell
360
-170
-32% -$23.1K 0.01% 872
2021
Q2
$72K Buy
530
+120
+29% +$16.3K 0.01% 719
2021
Q1
$51K Hold
410
0.01% 766
2020
Q4
$62K Buy
+410
New +$62K 0.02% 624