Carson Wealth (CWM LLC)’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5K | Buy |
72
+23
| +47% | +$1.6K | ﹤0.01% | 4594 |
|
|
2025
Q1 | $3K | Sell |
49
-66
| -57% | -$4.04K | ﹤0.01% | 4602 |
|
|
2024
Q4 | $8K | Buy |
115
+80
| +229% | +$5.57K | ﹤0.01% | 3978 |
|
|
2024
Q3 | $3K | Buy |
35
+24
| +218% | +$2.06K | ﹤0.01% | 4259 |
|
|
2024
Q2 | $1K | Sell |
11
-46
| -81% | -$4.18K | ﹤0.01% | 4362 |
|
|
2024
Q1 | $4K | Buy |
57
+44
| +338% | +$3.09K | ﹤0.01% | 3749 |
|
|
2023
Q4 | $1K | Sell |
13
-15
| -54% | -$1.15K | ﹤0.01% | 3930 |
|
|
2023
Q3 | $2K | Buy |
28
+15
| +115% | +$1.07K | ﹤0.01% | 3782 |
|
|
2023
Q2 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 3937 |
|
|
2022
Q4 | – | Sell |
-25
| Closed | -$2K | – | 4021 |
|
|
2022
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 3436 |
|
|
2022
Q2 | $3K | Hold |
25
| – | – | ﹤0.01% | 3176 |
|
|
2022
Q1 | $3K | Hold |
25
| – | – | ﹤0.01% | 3009 |
|
|
2021
Q4 | $4K | Buy |
+25
| New | +$4K | ﹤0.01% | 2805 |
|
|
2021
Q2 | $4K | Hold |
30
| – | – | ﹤0.01% | 2404 |
|
|
2021
Q1 | $4K | Hold |
30
| – | – | ﹤0.01% | 2404 |
|
|
2020
Q4 | $4K | Hold |
30
| – | – | ﹤0.01% | 2404 |
|
|
2020
Q3 | $4K | Hold |
30
| – | – | ﹤0.01% | 2404 |
|
|
2020
Q2 | $4K | Hold |
30
| – | – | ﹤0.01% | 2404 |
|
|
2020
Q1 | $4K | Hold |
30
| – | – | ﹤0.01% | 2404 |
|
|
2019
Q4 | $4K | Hold |
30
| – | – | ﹤0.01% | 2404 |
|
|
2019
Q3 | $4K | Hold |
30
| – | – | ﹤0.01% | 2404 |
|
|
2019
Q2 | $4K | Hold |
30
| – | – | ﹤0.01% | 2404 |
|
|
2019
Q1 | $4K | Buy |
+30
| New | +$4K | ﹤0.01% | 2404 |
|