RCS
Retirement Capital Strategies’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-17,497
| Closed | -$1.24M | – | 68 |
|
2025
Q1 | $1.24M | Buy |
+17,497
| New | +$1.24M | 0.49% | 37 |
|
2024
Q4 | – | Sell |
-17,095
| Closed | -$1.36M | – | 79 |
|
2024
Q3 | $1.36M | Sell |
17,095
-989
| -5% | -$78.8K | 0.53% | 34 |
|
2024
Q2 | $1.33M | Buy |
+18,084
| New | +$1.33M | 0.53% | 33 |
|
2024
Q1 | – | Sell |
-18,643
| Closed | -$1.51M | – | 72 |
|
2023
Q4 | $1.51M | Buy |
+18,643
| New | +$1.51M | 0.65% | 30 |
|
2020
Q4 | – | Sell |
-10,343
| Closed | -$1.63M | – | 67 |
|
2020
Q3 | $1.63M | Buy |
+10,343
| New | +$1.63M | 0.75% | 30 |
|
2020
Q2 | – | Sell |
-68,009
| Closed | -$11.4M | – | 48 |
|
2020
Q1 | $11.4M | Buy |
+68,009
| New | +$11.4M | 6.23% | 6 |
|