VWA
V Wealth Advisors’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-2,237
| Closed | -$370K | – | 380 |
|
|
2020
Q3 | $370K | Sell |
2,237
-326
| -13% | -$53.9K | 0.26% | 103 |
|
|
2020
Q2 | $426K | Buy |
+2,563
| New | +$426K | 0.11% | 205 |
|
|
2019
Q3 | – | Sell |
-12,867
| Closed | -$1.62M | – | 292 |
|
|
2019
Q2 | $1.62M | Buy |
12,867
+172
| +1% | +$21.6K | 0.61% | 43 |
|
|
2019
Q1 | $1.47M | Buy |
+12,695
| New | +$1.47M | 0.59% | 46 |
|