Beverly Hills Private Wealth, LLC Vanguard Extended Duration Tre Transaction History

Beverly Hills Private Wealth, LLC

  • $567 Billion
  • Q3 2025

A detailed history of Beverly Hills Private Wealth, LLC transactions in Vanguard Extended Duration Tre stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 52,581 shares of EDV stock, worth $3.55 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
52,581
Previous 46,832 12.28%
Holding current value
$3.55 Million
Previous $3.15 Billion 14.19%
% of portfolio
0.64%
Previous 0.59%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$63.28 - $69.5 $363,796 - $399,555
5,749 Added 12.28%
52,581 $3.6 Billion
Q2 2025

Jul 29, 2025
BUY
$62.83 - $72.45 $477,947 - $551,127
7,607 Added 19.39%
46,832 $3.15 Billion
Q1 2025

Apr 29, 2025
BUY
$65.05 - $73.43 $976,985 - $1.1 Million
15,019 Added 62.05%
39,225 $2.79 Billion
Q4 2024

Feb 13, 2025
BUY
$67.27 - $79.67 $1.63 Million - $1.93 Million
24,206 New
24,206 $1.64 Billion

Others Institutions Holding EDV

# of Institutions
198
Shares Held
16M
Call Options Held
298K
Put Options Held
497K
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 Beverly Hills Private Wealth, LLC Portfolio

Follow Beverly Hills Private Wealth, 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 Beverly Hills Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beverly Hills Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email