TFA
Tranquilli Financial Advisor’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-18,428
| Closed | -$1.47M | – | 114 |
|
|
2024
Q3 | $1.47M | Buy |
18,428
+7,518
| +69% | +$599K | 0.92% | 31 |
|
|
2024
Q2 | $772K | Sell |
10,910
-8,604
| -44% | -$609K | 0.52% | 49 |
|
|
2024
Q1 | $1.49M | Sell |
19,514
-10,204
| -34% | -$782K | 1% | 28 |
|
|
2023
Q4 | $2.41M | Buy |
+29,718
| New | +$2.41M | 1.7% | 12 |
|
|
2022
Q1 | – | Sell |
-11,227
| Closed | -$1.57M | – | 85 |
|
|
2021
Q4 | $1.57M | Buy |
11,227
+2,770
| +33% | +$388K | 1.1% | 31 |
|
|
2021
Q3 | $1.15M | Buy |
+8,457
| New | +$1.15M | 0.86% | 34 |
|
|
2021
Q1 | – | Sell |
-7,536
| Closed | -$1.15M | – | 75 |
|
|
2020
Q4 | $1.15M | Buy |
+7,536
| New | +$1.15M | 1.04% | 32 |
|