Steward Partners Investment Advisory’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $107K | Sell |
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|
2025
Q3 | $1.09M | Buy |
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|
2025
Q2 | $308K | Sell |
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|
2025
Q1 | $340K | Sell |
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|
2024
Q4 | $374K | Sell |
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|
2024
Q3 | $1.03M | Buy |
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|
2024
Q2 | $901K | Buy |
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|
2024
Q1 | $917K | Buy |
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|
2023
Q4 | $354K | Buy |
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|
2023
Q3 | $74.9K | Hold |
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|
2023
Q2 | $93.1K | Hold |
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|
2023
Q1 | $96.8K | Sell |
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|
2022
Q4 | $554K | Buy |
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|
2022
Q3 | $69K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $18K | Buy |
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|
2021
Q1 | $12.6K | Buy |
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|
2020
Q4 | $10K | Sell |
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|
2020
Q3 | $27K | Buy |
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|
2020
Q2 | $11K | Hold |
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|
2020
Q1 | $11K | Buy |
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