TPA
Trivium Point Advisory’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $871K | Buy |
12,947
+1,918
| +17% | +$129K | 0.09% | 192 |
|
|
2025
Q1 | $784K | Buy |
11,029
+1,587
| +17% | +$113K | 0.1% | 189 |
|
|
2024
Q4 | $639K | Buy |
9,442
+62
| +0.7% | +$4.2K | 0.08% | 205 |
|
|
2024
Q3 | $661K | Buy |
+9,380
| New | +$661K | 0.09% | 200 |
|
|
2020
Q2 | – | Sell |
-4,704
| Closed | -$787K | – | 161 |
|
|
2020
Q1 | $787K | Buy |
+4,704
| New | +$787K | 0.4% | 87 |
|