Wealthcare Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-107
| Closed | -$13K | – | 891 |
|
|
2021
Q1 | $13K | Sell |
107
-1,785
| -94% | -$217K | ﹤0.01% | 1361 |
|
|
2020
Q4 | $288K | Buy |
1,892
+384
| +25% | +$58.5K | 0.03% | 329 |
|
|
2020
Q3 | $250K | Buy |
+1,508
| New | +$250K | 0.03% | 295 |
|
|
2020
Q2 | – | Sell |
-958
| Closed | -$161K | – | 589 |
|
|
2020
Q1 | $161K | Sell |
958
-336
| -26% | -$56.5K | 0.02% | 300 |
|
|
2019
Q4 | $168K | Sell |
1,294
-1
| -0.1% | -$130 | 0.02% | 322 |
|
|
2019
Q3 | $183K | Buy |
1,295
+12
| +0.9% | +$1.7K | 0.03% | 289 |
|
|
2019
Q2 | $163K | Buy |
1,283
+624
| +95% | +$79.3K | 0.03% | 297 |
|
|
2019
Q1 | $79K | Buy |
+659
| New | +$79K | 0.01% | 384 |
|