Conrad Siegel Investment Advisors, Inc. EDV Holdings History
Conrad Siegel Investment Advisors, Inc.'s Vanguard Extended Duration Treasury ETF Holding Summary
As of 2025-06-30, Conrad Siegel Investment Advisors, Inc. held 108,628.00 shares of Vanguard Extended Duration Treasury ETF(EDV), totaling $7.31 Mil. This investment constitutes 1.64% of their stock portfolio, and Conrad Siegel Investment Advisors, Inc. now holds 0.2% of the outstanding Vanguard Extended Duration Treasury ETF(EDV) stock.
The initial trade took place in 2024Q1. And since then Conrad Siegel Investment Advisors, Inc. has made 4 purchases of EDV, at an average price of $74.87, for a total of 124,360.00 shares. In addition, there have been 2 sales at an average price of $68.32 for 15,732.00 shares. Based on historical transaction data and EDV's current price of $64.18, Conrad Siegel Investment Advisors, Inc.'s estimated gain on his EDV holdings is $-1.26 Mil, reflecting a -13.58% gain to date.
Conrad Siegel Investment Advisors, Inc. EDV ($64.18) Holding Chart
Conrad Siegel Investment Advisors, Inc. EDV ($64.18) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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