A detailed history of Geo Wealth Management, LLC transactions in Vanguard Extended Duration Tre stock. As of the latest transaction made, Geo Wealth Management, LLC holds 6,705 shares of EDV stock, worth $474,714. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,705
Previous 8,679 22.74%
Holding current value
$474,714
Previous $637,000 16.17%
% of portfolio
0.02%
Previous 0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$70.73 - $83.52 $139,621 - $164,868
-1,974 Reduced 22.74%
6,705 $534,000
Q2 2024

Aug 12, 2024

BUY
$68.41 - $76.58 $13,818 - $15,469
202 Added 2.38%
8,679 $637,000
Q1 2024

May 15, 2024

SELL
$73.47 - $80.71 $622,805 - $684,178
-8,477 Closed
0 $0
Q1 2024

May 15, 2024

SELL
$73.47 - $80.71 $354,125 - $389,022
-4,820 Reduced 36.25%
8,477 $649,000
Q4 2023

Feb 13, 2024

SELL
$62.83 - $82.79 $66,725 - $87,922
-1,062 Reduced 7.4%
13,297 $1.08 Million
Q3 2023

Nov 13, 2023

BUY
$69.75 - $86.3 $692,896 - $857,304
9,934 Added 224.5%
14,359 $1.01 Million
Q2 2023

Aug 10, 2023

BUY
$83.35 - $92.48 $368,823 - $409,224
4,425 New
4,425 $385,000

Others Institutions Holding EDV

About VANGUARD EXTENDED DURATION TRE


  • Ticker EDV
  • Sector ETFs
  • Industry ETFs
More about EDV
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