AFG Fiduciary Services’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Buy |
+4,800
| New | +$320K | 0.2% | 64 |
|
|
2024
Q4 | – | Sell |
-11,000
| Closed | -$817K | – | 74 |
|
|
2024
Q3 | $817K | Hold |
11,000
| – | – | 0.55% | 35 |
|
|
2024
Q2 | $807K | Sell |
11,000
-6,500
| -37% | -$477K | 0.56% | 35 |
|
|
2024
Q1 | $1.28M | Hold |
17,500
| – | – | 0.95% | 19 |
|
|
2023
Q4 | $1.38M | Buy |
+17,500
| New | +$1.38M | 1.12% | 20 |
|