AWM
Accel Wealth Management’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Sell |
14,963
-209
| -1% | -$14.1K | 0.34% | 73 |
|
|
2025
Q1 | $1.08M | Sell |
15,172
-7,008
| -32% | -$498K | 0.39% | 73 |
|
|
2024
Q4 | $1.5M | Sell |
22,180
-1,363
| -6% | -$92.3K | 0.57% | 50 |
|
|
2024
Q3 | $1.88M | Buy |
23,543
+6,697
| +40% | +$534K | 0.7% | 38 |
|
|
2024
Q2 | $1.24M | Buy |
16,846
+1,760
| +12% | +$129K | 0.49% | 54 |
|
|
2024
Q1 | $1.16M | Buy |
15,086
+2,586
| +21% | +$198K | 0.49% | 54 |
|
|
2023
Q4 | $1.01M | Buy |
12,500
+846
| +7% | +$68.6K | 0.51% | 52 |
|
|
2023
Q3 | $816K | Sell |
11,654
-2,958
| -20% | -$207K | 0.45% | 64 |
|
|
2023
Q2 | $1.27M | Buy |
14,612
+13,422
| +1,128% | +$1.17M | 0.7% | 44 |
|
|
2023
Q1 | $108K | Buy |
1,190
+825
| +226% | +$74.7K | 0.04% | 311 |
|
|
2022
Q4 | $30.2K | Buy |
365
+164
| +82% | +$13.6K | 0.01% | 450 |
|
|
2022
Q3 | $17K | Hold |
201
| – | – | 0.01% | 606 |
|
|
2022
Q2 | $20K | Buy |
201
+1
| +0.5% | +$100 | 0.01% | 540 |
|
|
2022
Q1 | $24K | Hold |
200
| – | – | 0.01% | 510 |
|
|
2021
Q4 | $28K | Hold |
200
| – | – | 0.01% | 502 |
|
|
2021
Q3 | $27K | Hold |
200
| – | – | 0.02% | 441 |
|
|
2021
Q2 | $27K | Hold |
200
| – | – | 0.02% | 455 |
|
|
2021
Q1 | $25K | Sell |
200
-717
| -78% | -$89.6K | 0.02% | 445 |
|
|
2020
Q4 | $140K | Buy |
+917
| New | +$140K | 0.13% | 164 |
|