SFA
Source Financial Advisors’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $534K | Sell |
6,702
-705
| -10% | -$56.2K | 0.16% | 68 |
|
|
2024
Q2 | $544K | Sell |
7,407
-261
| -3% | -$19.2K | 0.17% | 64 |
|
|
2024
Q1 | $587K | Sell |
7,668
-5,177
| -40% | -$397K | 0.18% | 64 |
|
|
2023
Q4 | $1.04M | Buy |
12,845
+321
| +3% | +$26K | 0.32% | 48 |
|
|
2023
Q3 | $877K | Buy |
12,524
+8,444
| +207% | +$591K | 0.3% | 54 |
|
|
2023
Q2 | $355K | Buy |
+4,080
| New | +$355K | 0.12% | 98 |
|