Source Financial Advisors LLC Vanguard Extended Duration Tre Transaction History

Source Financial Advisors LLC

  • $337 Million
  • Q3 2024

A detailed history of Source Financial Advisors LLC transactions in Vanguard Extended Duration Tre stock. As of the latest transaction made, Source Financial Advisors LLC holds 6,702 shares of EDV stock, worth $450,843. This represents 0.16% of its overall portfolio holdings.

Number of Shares
6,702
Previous 7,407 9.52%
Holding current value
$450,843
Previous $543,000 1.66%
% of portfolio
0.16%
Previous 0.17%

Shares

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

Nov 01, 2024
SELL
$70.73 - $83.52 $49,864 - $58,881
-705 Reduced 9.52%
6,702 $534,000
Q2 2024

Jul 17, 2024
SELL
$68.41 - $76.58 $17,855 - $19,987
-261 Reduced 3.4%
7,407 $543,000
Q1 2024

May 01, 2024
SELL
$73.47 - $80.71 $380,354 - $417,835
-5,177 Reduced 40.3%
7,668 $587,000
Q4 2023

Jan 11, 2024
BUY
$62.83 - $82.79 $20,168 - $26,575
321 Added 2.56%
12,845 $1.04 Million
Q3 2023

Oct 26, 2023
BUY
$69.75 - $86.3 $588,969 - $728,717
8,444 Added 206.96%
12,524 $877,000
Q2 2023

Jul 24, 2023
BUY
$83.35 - $92.48 $340,068 - $377,318
4,080 New
4,080 $355,000

Others Institutions Holding EDV

# of Institutions
197
Shares Held
15.7M
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 Source Financial Advisors LLC Portfolio

Follow Source Financial Advisors 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 Source Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Source Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email