Latest Institutional Sells of Vanguard Extended Duration Tre (EDV)
This list provides information on the latest institutional transactions involving Vanguard Extended Duration Tre (EDV) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-23.9K- 30.09% |
$1.67M - $2.06M
|
55.5K
$3.94M
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-6.73K- 14.78% |
$469K - $581K
|
38.8K
$2.75M
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
SELL
|
- |
-2.04K- 14.46% |
$142K - $176K
|
12K
$854K
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-433- 7.92% |
$30.2K - $37.4K
|
5.04K
$357K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-60- 20.13% |
$4.19K - $5.18K
|
238
$16.9K
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-24Closed |
$1.67K - $2.07K
|
0
$0
|
|
Q2 2023 | |||||||
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.09K- 2.42% |
$90.9K - $101K
|
43.9K
$3.11M
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-568- 90.59% |
$47.3K - $52.5K
|
59
$4.18K
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-36- 5.19% |
$3K - $3.33K
|
658
$46.7K
|
|
Jul 12, 2023
Q2 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-25- 0.17% |
$2.08K - $2.31K
|
15.1K
$1.07M
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-5- 0.06% |
$417 - $462
|
7.75K
$550K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.78K- 84.16% |
$400K - $444K
|
900
$63.8K
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-4.1K- 56.16% |
$343K - $381K
|
3.2K
$227K
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5- 0.22% |
$418 - $465
|
2.26K
$160K
|
|
Q4 2022 | |||||||
Feb 06, 2023
Q4 2022
|
Ferguson Shapiro LLC
|
SELL
|
- |
-111K- 69.34% |
$8.24M - $10.5M
|
49.1K
$3.48M
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-4.11KClosed |
$305K - $390K
|
0
$0
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1Closed |
$74.2 - $95
|
0
$0
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-2.79K- 9.16% |
$237K - $293K
|
27.6K
$1.96M
|
|
Oct 19, 2022
Q3 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-105- 23.33% |
$8.95K - $11K
|
345
$24.5K
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-85- 3.07% |
$7.24K - $8.94K
|
2.69K
$190K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-22.6KClosed |
$2.13M - $2.75M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-13.1KClosed |
$1.24M - $1.6M
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-10.4KClosed |
$981K - $1.27M
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
SELL
|
- |
-7.42K- 97.37% |
$697K - $903K
|
200
$14.2K
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-6.12KClosed |
$575K - $745K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.93KClosed |
$464K - $600K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Iron Financial, LLC
|
SELL
|
- |
-3.3KClosed |
$310K - $401K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-3.01KClosed |
$283K - $366K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
First American Trust, Fsb
|
SELL
|
- |
-1.98KClosed |
$186K - $241K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-561Closed |
$52.8K - $68.3K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-425Closed |
$40K - $51.8K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-121Closed |
$11.4K - $14.7K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-96Closed |
$9.03K - $11.7K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-9Closed |
$846 - $1.1K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8- 0.05% |
$752 - $974
|
15.1K
$1.07M
|
|
Q1 2022 | |||||||
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-7.42KClosed |
$869K - $1.01M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
SELL
|
- |
-5.67KClosed |
$664K - $769K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
CALL |
-5.3KClosed |
$621K - $719K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.76K- 60.08% |
$324K - $375K
|
1.84K
$130K
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-2.6KClosed |
$305K - $353K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-2.33KClosed |
$273K - $316K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-2.33KClosed |
$273K - $316K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.66KClosed |
$194K - $225K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.34K- 87.84% |
$157K - $181K
|
185
$13.1K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-360Closed |
$42.2K - $48.8K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-100Closed |
$11.7K - $13.6K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-14- 0.67% |
$1.64K - $1.9K
|
2.08K
$147K
|
|
Apr 12, 2022
Q1 2022
|
Savior LLC
|
SELL
|
- |
-14Closed |
$1.64K - $1.9K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 04, 2022
Q4 2021
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-7.31KClosed |
$965K - $1.08M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-4.87KClosed |
$642K - $722K
|
0
$0
|