AWM

Aries 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
2023 Q4	–	Sell	-12,042	Closed	-$802K	–	203
2023 Q3	$802K	Sell	12,042 -2,035	-14%	-$136K	0.31%	82
2023 Q2	$1.23M	Buy	14,077 +1,730	+14%	+$151K	0.48%	60
2023 Q1	$1.12M	Buy	+12,347	New	+$1.12M	0.46%	68