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Allium Financial Advisors’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Allium Financial Advisors’s Portfolio EDV Stock Details EDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$415K Sell
6,169
-2,464
-29% -$166K 0.3% 47
2025
Q1 		$614K Buy
+8,633
New +$614K 0.56% 32