TrueWealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-14,429
| Closed | -$1.45M | – | 164 |
|
|
2022
Q2 | $1.45M | Buy |
14,429
+575
| +4% | +$57.6K | 0.67% | 36 |
|
|
2022
Q1 | $1.94M | Hold |
13,854
| – | – | 0.87% | 28 |
|
|
2021
Q4 | $1.94M | Buy |
13,854
+149
| +1% | +$20.9K | 0.87% | 28 |
|
|
2021
Q3 | $1.86M | Buy |
+13,705
| New | +$1.86M | 1.04% | 23 |
|
|
2021
Q1 | – | Sell |
-12,204
| Closed | -$1.76M | – | 127 |
|
|
2020
Q4 | $1.76M | Buy |
+12,204
| New | +$1.76M | 1.51% | 24 |
|