Johnson & White Wealth Management, LLC Vanguard Extended Duration Tre Transaction History

Johnson & White Wealth Management, LLC

  • $199 Million
  • Q2 2025

A detailed history of Johnson & White Wealth Management, LLC transactions in Vanguard Extended Duration Tre stock. As of the latest transaction made, Johnson & White Wealth Management, LLC holds 43,991 shares of EDV stock, worth $2.9 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares
43,991
Previous 48,625 9.53%
Holding current value
$2.9 Million
Previous $3.46 Million 14.37%
% of portfolio
1.49%
Previous 1.94%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
SELL
$62.83 - $72.45 $291,154 - $335,733
-4,634 Reduced 9.53%
43,991 $2.96 Million
Q1 2025

Apr 10, 2025
SELL
$65.05 - $73.43 $457,496 - $516,433
-7,033 Reduced 12.64%
48,625 $3.46 Million
Q4 2024

Jan 13, 2025
BUY
$67.27 - $79.67 $3.74 Million - $4.43 Million
55,658 New
55,658 $3.77 Million
Q1 2024

Apr 10, 2024
BUY
$73.47 - $80.71 $505,694 - $555,526
6,883 Added 23.2%
36,556 $2.8 Million
Q4 2023

Jan 17, 2024
BUY
$62.83 - $82.79 $60,568 - $79,809
964 Added 3.36%
29,673 $2.4 Million
Q3 2023

Oct 12, 2023
BUY
$69.75 - $86.3 $2 Million - $2.48 Million
28,709 New
28,709 $2.01 Million
Q1 2023

Apr 17, 2023
BUY
$83.61 - $92.95 $2.25 Million - $2.5 Million
26,920 New
26,920 $2.44 Million
Q3 2022

Nov 14, 2022
BUY
$85.23 - $105.13 $1.87 Million - $2.3 Million
21,917 New
21,917 $1.9 Million

Others Institutions Holding EDV

# of Institutions
202
Shares Held
17.7M
Call Options Held
606K
Put Options Held
332K
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 Johnson & White Wealth Management, LLC Portfolio

Follow Johnson & White 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 Johnson & White Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Johnson & White Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email