UWM
USAdvisors Wealth Management’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-11,207
| Closed | -$1.71M | – | 105 |
|
|
2020
Q4 | $1.71M | Buy |
11,207
+1,382
| +14% | +$210K | 0.82% | 30 |
|
|
2020
Q3 | $1.63K | Sell |
9,825
-312
| -3% | -$52 | 0.25% | 28 |
|
|
2020
Q2 | $1.68M | Buy |
10,137
+2,791
| +38% | +$463K | 0.89% | 25 |
|
|
2020
Q1 | $1.23M | Buy |
+7,346
| New | +$1.23M | 0.76% | 30 |
|