SFS
EDV icon

Sowell Financial Services’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Sowell Financial Services’s Portfolio EDV Stock Details EDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-13,138
Closed -$1.45M – 297
2022
Q1 		$1.45M Buy
+13,138
New +$1.68M 0.25% 68
2021
Q2 		– Sell
-69
Closed – – 1123
2021
Q1 		$0 Sell
69
-2,295
-97% -$313K ﹤0.01% 3153
2020
Q4 		$350K Sell
2,364
-815
-26% -$130K 0.02% 636
2020
Q3 		$515K Buy
3,179
+283
+10% +$47.8K 0.03% 458
2020
Q2 		$481K Buy
2,896
+601
+26% +$100K 0.03% 467
2020
Q1 		$385K Buy
2,295
+1,878
+450% +$278K 0.03% 472
2019
Q4 		$54K Buy
417
+127
+44% +$17.3K ﹤0.01% 1133
2019
Q3 		$41K Buy
+290
New +$39.5K ﹤0.01% 1055

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