Drive Wealth Management, LLC Vanguard Extended Duration Tre Transaction History

Drive Wealth Management, LLC

  • $388 Million
  • Q4 2024

A detailed history of Drive Wealth Management, LLC transactions in Vanguard Extended Duration Tre stock. As of the latest transaction made, Drive Wealth Management, LLC holds 3,035 shares of EDV stock, worth $205,287. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,035
Previous 11,484 73.57%
Holding current value
$205,287
Previous $915,000 77.6%
% of portfolio
0.05%
Previous 0.24%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
SELL
$67.27 - $79.67 $568,364 - $673,131
-8,449 Reduced 73.57%
3,035 $205,000
Q3 2024

Nov 07, 2024
SELL
$70.73 - $83.52 $282,920 - $334,080
-4,000 Reduced 25.83%
11,484 $915,000
Q2 2024

Jul 31, 2024
BUY
$68.41 - $76.58 $478,870 - $536,060
7,000 Added 82.51%
15,484 $1.14 Million
Q1 2024

Apr 22, 2024
SELL
$73.47 - $80.71 $44,082 - $48,425
-600 Reduced 6.61%
8,484 $649,000
Q4 2023

Jan 22, 2024
SELL
$62.83 - $82.79 $99,208 - $130,725
-1,579 Reduced 14.81%
9,084 $736,000
Q3 2023

Oct 10, 2023
SELL
$69.75 - $86.3 $31,038 - $38,403
-445 Reduced 4.01%
10,663 $746,000
Q2 2023

Jul 14, 2023
BUY
$83.35 - $92.48 $28,005 - $31,073
336 Added 3.12%
11,108 $967,000
Q1 2023

Apr 13, 2023
BUY
$83.61 - $92.95 $100,332 - $111,540
1,200 Added 12.54%
10,772 $975,000
Q4 2022

Jan 27, 2023
BUY
$74.24 - $94.96 $710,625 - $908,957
9,572 New
9,572 $0

Others Institutions Holding EDV

# of Institutions
187
Shares Held
15.8M
Call Options Held
416K
Put Options Held
422K
View Full List

About VANGUARD EXTENDED DURATION TRE

EDV Quotes by TradingView
  • Ticker EDV
  • Sector ETFs
  • Industry ETFs
More about EDV
Track This Portfolio

Track Drive Wealth Management, LLC Portfolio

Follow Drive Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Drive Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Drive Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email