Sowell Financial Services’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
Q2 | – | Sell |
-13,138
| Closed | -$1.45M | – | 297 |
|
|
2022
Q1 | $1.45M | Buy |
+13,138
| New | +$1.45M | 0.25% | 68 |
|
|
2021
Q2 | – | Sell |
-69
| Closed | – | – | 1123 |
|
|
2021
Q1 | $0 | Sell |
69
-2,295
| -97% | – | ﹤0.01% | 3153 |
|
|
2020
Q4 | $350K | Sell |
2,364
-815
| -26% | -$121K | 0.02% | 636 |
|
|
2020
Q3 | $515K | Buy |
3,179
+283
| +10% | +$45.8K | 0.03% | 458 |
|
|
2020
Q2 | $481K | Buy |
2,896
+601
| +26% | +$99.8K | 0.03% | 467 |
|
|
2020
Q1 | $385K | Buy |
2,295
+1,878
| +450% | +$315K | 0.03% | 472 |
|
|
2019
Q4 | $54K | Buy |
417
+127
| +44% | +$16.4K | ﹤0.01% | 1133 |
|
|
2019
Q3 | $41K | Buy |
+290
| New | +$41K | ﹤0.01% | 1055 |
|