Valtinson Bruner Financial Planning LLC Vanguard Extended Duration Tre Transaction History

Valtinson Bruner Financial Planning LLC

$272 Million
Q3 2025

A detailed history of Valtinson Bruner Financial Planning LLC transactions in Vanguard Extended Duration Tre stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 302,750 shares of EDV stock, worth $20.5 Million. This represents 7.63% of its overall portfolio holdings.

Number of Shares

302,750

Previous 294,107 2.94%

Holding current value

$20.5 Million

Previous $19.8 Million 4.7%

% of portfolio

7.63%

Previous 7.7%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$63.28 - $69.5 $546,929 - $600,688	8,643 Added 2.94%	302,750 $20.7 Million
Q2 2025 Aug 06, 2025	BUY	$62.83 - $72.45 $1.51 Million - $1.74 Million	24,037 Added 8.9%	294,107 $19.8 Million
Q1 2025 May 14, 2025	SELL	$65.05 - $73.43 $5.08 Million - $5.73 Million	-78,029 Reduced 22.42%	270,070 $19.2 Million
Q4 2024 Feb 10, 2025	SELL	$67.27 - $79.67 $1.62 Million - $1.92 Million	-24,116 Reduced 6.48%	348,099 $23.6 Million
Q3 2024 Nov 05, 2024	BUY	$70.73 - $83.52 $26.3 Million - $31.1 Million	372,215 New	372,215 $29.7 Million

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

Ticker EDV
Sector ETFs
Industry ETFs

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Valtinson Bruner Financial Planning LLC Vanguard Extended Duration Tre Transaction History