BHPW
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Beverly Hills Private Wealth’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Beverly Hills Private Wealth’s Portfolio EDV Stock Details EDV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.15M Buy
46,832
+7,607
+19% +$512K 0.59% 46
2025
Q1 		$2.79M Buy
39,225
+15,019
+62% +$1.07M 0.55% 48
2024
Q4 		$1.64M Buy
+24,206
New +$1.64M 0.33% 85