Centric Wealth Management’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
2024
Q3
Sell
-8,967
Closed -$660K 179
2024
Q2
$660K Buy
+8,967
New +$660K 0.19% 91