Spire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-238
| Closed | -$18.2K | – | 2255 |
|
|
2024
Q1 | $18.2K | Hold |
238
| – | – | ﹤0.01% | 1550 |
|
|
2023
Q4 | $17.9K | Hold |
238
| – | – | ﹤0.01% | 1577 |
|
|
2023
Q3 | $16.7K | Sell |
238
-60
| -20% | -$4.2K | ﹤0.01% | 1569 |
|
|
2023
Q2 | $25.9K | Hold |
298
| – | – | ﹤0.01% | 1475 |
|
|
2023
Q1 | $27K | Hold |
298
| – | – | ﹤0.01% | 1489 |
|
|
2022
Q4 | $25K | Hold |
298
| – | – | ﹤0.01% | 1271 |
|
|
2022
Q3 | $26K | Sell |
298
-140
| -32% | -$12.2K | ﹤0.01% | 1219 |
|
|
2022
Q2 | $44K | Sell |
438
-360
| -45% | -$36.2K | ﹤0.01% | 1342 |
|
|
2022
Q1 | $97K | Sell |
798
-150
| -16% | -$18.2K | ﹤0.01% | 1172 |
|
|
2021
Q4 | $133K | Hold |
948
| – | – | ﹤0.01% | 1285 |
|
|
2021
Q3 | $128K | Hold |
948
| – | – | ﹤0.01% | 1105 |
|
|
2021
Q2 | $128K | Hold |
948
| – | – | ﹤0.01% | 1099 |
|
|
2021
Q1 | $119K | Buy |
+948
| New | +$119K | ﹤0.01% | 1315 |
|