H&H Retirement Design & Management INC EDV Holdings History
H&H Retirement Design & Management INC's Vanguard Extended Duration Treasury ETF Holding Summary
As of 2025-03-31, H&H Retirement Design & Management INC held 162,384.00 shares of Vanguard Extended Duration Treasury ETF(EDV), totaling $10.47 Mil. This investment constitutes 6.97% of their stock portfolio, and H&H Retirement Design & Management INC now holds 0.27% of the outstanding Vanguard Extended Duration Treasury ETF(EDV) stock.
The initial trade took place in 2023Q4. And since then H&H Retirement Design & Management INC has made 3 purchases of EDV, at an average price of $71.76, for a total of 198,055.00 shares. In addition, there have been 3 sales at an average price of $75.43 for 35,671.00 shares. Based on historical transaction data and EDV's current price of $64.46, H&H Retirement Design & Management INC's estimated gain on his EDV holdings is $-1.05 Mil, reflecting a -7.42% gain to date.
H&H Retirement Design & Management INC EDV ($64.46) Holding Chart
H&H Retirement Design & Management INC EDV ($64.46) 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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