CCWM
Cassaday & Co Wealth Management’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 | $1.07M | Hold |
15,866
| – | – | 0.03% | 123 |
|
|
2025
Q1 | $1.13M | Buy |
15,866
+8,100
| +104% | +$576K | 0.03% | 106 |
|
|
2024
Q4 | $526K | Sell |
7,766
-2,000
| -20% | -$135K | 0.01% | 189 |
|
|
2024
Q3 | $778K | Buy |
9,766
+4,000
| +69% | +$319K | 0.02% | 139 |
|
|
2024
Q2 | $423K | Hold |
5,766
| – | – | 0.01% | 190 |
|
|
2024
Q1 | $442K | Buy |
5,766
+1,400
| +32% | +$107K | 0.01% | 180 |
|
|
2023
Q4 | $354K | Sell |
4,366
-15,747
| -78% | -$1.28M | 0.01% | 186 |
|
|
2023
Q3 | $1.41M | Sell |
20,113
-120
| -0.6% | -$8.4K | 0.06% | 71 |
|
|
2023
Q2 | $1.76M | Hold |
20,233
| – | – | 0.07% | 61 |
|
|
2023
Q1 | $1.83M | Buy |
20,233
+8,433
| +71% | +$764K | 0.08% | 56 |
|
|
2022
Q4 | $977K | Buy |
+11,800
| New | +$977K | 0.05% | 90 |
|