Carson Wealth (CWM LLC)’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $262K | Buy |
4,030
+1,634
| +68% | +$108K | ﹤0.01% | 2494 |
|
|
2025
Q4 | $156K | Sell |
2,396
-83
| -3% | -$5.65K | ﹤0.01% | 2755 |
|
|
2025
Q3 | $170K | Buy |
2,479
+2,407
| +3,343% | +$159K | ﹤0.01% | 2565 |
|
|
2025
Q2 | $5K | Buy |
72
+23
| +47% | +$1.52K | ﹤0.01% | 4599 |
|
|
2025
Q1 | $3K | Sell |
49
-66
| -57% | -$4.56K | ﹤0.01% | 4610 |
|
|
2024
Q4 | $8K | Buy |
115
+80
| +229% | +$5.83K | ﹤0.01% | 3980 |
|
|
2024
Q3 | $3K | Buy |
35
+24
| +218% | +$1.87K | ﹤0.01% | 4261 |
|
|
2024
Q2 | $1K | Sell |
11
-46
| -81% | -$3.33K | ﹤0.01% | 4365 |
|
|
2024
Q1 | $4K | Buy |
57
+44
| +338% | +$3.35K | ﹤0.01% | 3751 |
|
|
2023
Q4 | $1K | Sell |
13
-15
| -54% | -$1.07K | ﹤0.01% | 3935 |
|
|
2023
Q3 | $2K | Buy |
28
+15
| +115% | +$1.18K | ﹤0.01% | 3785 |
|
|
2023
Q2 | $1K | Buy |
+13
| New | +$1.13K | ﹤0.01% | 3946 |
|
|
2022
Q4 | – | Sell |
-25
| Closed | -$2K | – | 4035 |
|
|
2022
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 3443 |
|
|
2022
Q2 | $3K | Hold |
25
| – | – | ﹤0.01% | 3183 |
|
|
2022
Q1 | $3K | Hold |
25
| – | – | ﹤0.01% | 3021 |
|
|
2021
Q4 | $4K | Buy |
+25
| New | +$3.49K | ﹤0.01% | 2814 |
|
|
2021
Q2 | $4K | Hold |
30
| – | – | ﹤0.01% | 2422 |
|
|
2021
Q1 | $4K | Hold |
30
| – | – | ﹤0.01% | 2422 |
|
|
2020
Q4 | $4K | Hold |
30
| – | – | ﹤0.01% | 2421 |
|
|
2020
Q3 | $4K | Hold |
30
| – | – | ﹤0.01% | 2421 |
|
|
2020
Q2 | $4K | Hold |
30
| – | – | ﹤0.01% | 2421 |
|
|
2020
Q1 | $4K | Hold |
30
| – | – | ﹤0.01% | 2421 |
|
|
2019
Q4 | $4K | Hold |
30
| – | – | ﹤0.01% | 2420 |
|
|
2019
Q3 | $4K | Hold |
30
| – | – | ﹤0.01% | 2420 |
|
|
2019
Q2 | $4K | Hold |
30
| – | – | ﹤0.01% | 2420 |
|
|
2019
Q1 | $4K | Buy |
+30
| New | +$3.41K | ﹤0.01% | 2420 |
|
Other funds holding EDV
MWA
HFS
RWP
CCT
SS