Source Financial Advisors LLC Vanguard Extended Duration Tre Transaction History

Source Financial Advisors LLC

  • $325 Million
  • Q2 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 7,407 shares of EDV stock, worth $549,895. This represents 0.17% of its overall portfolio holdings.

Number of Shares
7,407
Previous 7,668 3.4%
Holding current value
$549,895
Previous $587,000 7.5%
% of portfolio
0.17%
Previous 0.18%

Shares

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