Cassaday & Co Wealth Management’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
2025
Q2
$1.07M Hold
2025
Q1
$1.13M Buy
2024
Q4
$526K Sell
2024
Q3
$778K Buy
2024
Q2
$423K Hold
2024
Q1
$442K Buy
2023
Q4
$354K Sell
2023
Q3
$1.41M Sell
2023
Q2
$1.76M Hold
2023
Q1
$1.83M Buy
2022
Q4
$977K Buy