Stratos Wealth Advisors’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
Q4 | – | Sell |
-2,786
| Closed | -$222K | – | 729 |
|
|
2024
Q3 | $222K | Buy |
+2,786
| New | +$222K | 0.01% | 683 |
|
|
2022
Q3 | – | Sell |
-57,336
| Closed | -$5.74M | – | 497 |
|
|
2022
Q2 | $5.74M | Sell |
57,336
-1,015
| -2% | -$102K | 0.52% | 35 |
|
|
2022
Q1 | $7.1M | Buy |
58,351
+9,077
| +18% | +$1.1M | 0.58% | 34 |
|
|
2021
Q4 | $6.9M | Buy |
49,274
+34,141
| +226% | +$4.78M | 0.5% | 42 |
|
|
2021
Q3 | $2.05M | Buy |
+15,133
| New | +$2.05M | 0.18% | 160 |
|