Briaud Financial Planning’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 | $79K | Hold |
1,176
| – | – | 0.03% | 76 |
|
|
2025
Q1 | $83K | Hold |
1,176
| – | – | 0.03% | 63 |
|
|
2024
Q4 | $79K | Hold |
1,176
| – | – | 0.03% | 59 |
|
|
2024
Q3 | $93K | Hold |
1,176
| – | – | 0.05% | 44 |
|
|
2024
Q2 | $86K | Hold |
1,176
| – | – | 0.05% | 42 |
|
|
2024
Q1 | $91K | Buy |
+1,176
| New | +$91K | 0.05% | 42 |
|
|
2023
Q4 | – | Sell |
-1,176
| Closed | -$82K | – | 62 |
|
|
2023
Q3 | $82K | Buy |
+1,176
| New | +$82K | 0.07% | 44 |
|
|
2022
Q3 | – | Sell |
-50,277
| Closed | -$5.03M | – | 29 |
|
|
2022
Q2 | $5.03M | Sell |
50,277
-486
| -1% | -$48.7K | 3.3% | 5 |
|
|
2022
Q1 | $6.18M | Buy |
50,763
+1,628
| +3% | +$198K | 3.55% | 5 |
|
|
2021
Q4 | $6.88M | Buy |
+49,135
| New | +$6.88M | 3.74% | 5 |
|