Safeguard Investment Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,076
| Closed | -$252K | – | 99 |
|
|
2022
Q2 | $252K | Hold |
2,076
| – | – | 0.16% | 78 |
|
|
2022
Q1 | $252K | Sell |
2,076
-14
| -0.7% | -$1.7K | 0.17% | 70 |
|
|
2021
Q4 | $292K | Sell |
2,090
-61
| -3% | -$8.52K | 0.17% | 73 |
|
|
2021
Q3 | $291K | Sell |
2,151
-78
| -3% | -$10.6K | 0.19% | 70 |
|
|
2021
Q2 | $301K | Sell |
2,229
-408
| -15% | -$55.1K | 0.21% | 67 |
|
|
2021
Q1 | $330K | Sell |
2,637
-955
| -27% | -$120K | 0.29% | 58 |
|
|
2020
Q4 | $547K | Buy |
+3,592
| New | +$547K | 0.48% | 33 |
|