Comprehensive Wealth Management, LLC Vanguard Extended Duration Tre Transaction History

Comprehensive Wealth Management, LLC

  • $127 Million
  • Q1 2024

A detailed history of Comprehensive Wealth Management, LLC transactions in Vanguard Extended Duration Tre stock. As of the latest transaction made, Comprehensive Wealth Management, LLC holds 9,426 shares of EDV stock, worth $687,061. This represents 0.57% of its overall portfolio holdings.

Number of Shares
9,426
Previous 8,268 14.01%
Holding current value
$687,061
Previous $669,000 7.92%
% of portfolio
0.57%
Previous 0.6%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024
BUY
$73.47 - $80.71 $85,078 - $93,462
1,158 Added 14.01%
9,426 $722,000
Q4 2023

Jan 12, 2024
BUY
$62.83 - $82.79 $18,409 - $24,257
293 Added 3.67%
8,268 $669,000
Q3 2023

Jan 12, 2024
BUY
$69.75 - $86.3 $53,847 - $66,623
772 Added 10.72%
7,975 $558,000
Q2 2023

Jan 12, 2024
BUY
$83.35 - $92.48 $60,512 - $67,140
726 Added 11.21%
7,203 $627,000
Q1 2023

Jan 12, 2024
BUY
$83.61 - $92.95 $541,541 - $602,037
6,477 New
6,477 $586,000

Others Institutions Holding EDV

# of Institutions
173
Shares Held
12.1M
Call Options Held
163K
Put Options Held
220K
View Full List

About VANGUARD EXTENDED DURATION TRE

EDV Quotes by TradingView
  • Ticker EDV
  • Sector ETFs
  • Industry ETFs
More about EDV
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