Symons Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,453
| Closed | -$221K | – | 88 |
|
|
2020
Q4 | $221K | Buy |
1,453
+114
| +9% | +$17.3K | 0.12% | 73 |
|
|
2020
Q3 | $222K | Buy |
1,339
+98
| +8% | +$16.2K | 0.14% | 67 |
|
|
2020
Q2 | $206K | Buy |
+1,241
| New | +$206K | 0.13% | 63 |
|
|
2020
Q1 | – | Sell |
-3,751
| Closed | -$488K | – | 94 |
|
|
2019
Q4 | $488K | Buy |
3,751
+452
| +14% | +$58.8K | 0.25% | 44 |
|
|
2019
Q3 | $466K | Buy |
3,299
+98
| +3% | +$13.8K | 0.21% | 43 |
|
|
2019
Q2 | $407K | Buy |
+3,201
| New | +$407K | 0.17% | 42 |
|