Simplicity Solutions’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.35M | Buy |
+16,677
| New | +$1.35M | 0.04% | 378 |
|
|
2021
Q1 | – | Sell |
-6,531
| Closed | -$995K | – | 600 |
|
|
2020
Q4 | $995K | Sell |
6,531
-3,810
| -37% | -$580K | 0.01% | 542 |
|
|
2020
Q3 | $1.71M | Buy |
+10,341
| New | +$1.71M | 0.03% | 365 |
|
|
2020
Q2 | – | Sell |
-3,794
| Closed | -$636K | – | 888 |
|
|
2020
Q1 | $636K | Buy |
3,794
+1,387
| +58% | +$233K | 0.02% | 439 |
|
|
2019
Q4 | $313K | Sell |
2,407
-1,797
| -43% | -$234K | 0.01% | 665 |
|
|
2019
Q3 | $594K | Buy |
+4,204
| New | +$594K | 0.02% | 388 |
|