EQ WEALTH ADVISORS, LLC EDV Holdings History
EQ WEALTH ADVISORS, LLC's Vanguard Extended Duration Treasury ETF Holding Summary
As of 2025-03-31, EQ WEALTH ADVISORS, LLC held 122,246.00 shares of Vanguard Extended Duration Treasury ETF(EDV), totaling $8.69 Mil. This investment constitutes 6.93% of their stock portfolio, and EQ WEALTH ADVISORS, LLC now holds 0.2% of the outstanding Vanguard Extended Duration Treasury ETF(EDV) stock.
The initial trade took place in 2024Q4. And since then EQ WEALTH ADVISORS, LLC has made 1 purchases of EDV, at an average price of $72.78, for a total of 122,246.00 shares. Based on historical transaction data and EDV's current price of $63.42, EQ WEALTH ADVISORS, LLC's estimated gain on his EDV holdings is $-1.14 Mil, reflecting a -12.85% gain to date.
EQ WEALTH ADVISORS, LLC EDV ($63.42) Holding Chart
EQ WEALTH ADVISORS, LLC EDV ($63.42) 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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