Sage Private Wealth Group’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$203K Sell
2024
Q2
$259K Sell
2024
Q1
$5.16M Sell
2023
Q4
$5.55M Sell
2023
Q3
$5.01M Sell
2023
Q2
$6.34M Sell
2023
Q1
$6.72M Buy
2022
Q4
$5.67M Buy
2022
Q3
$5.92M Buy