CCFM
Clear Creek Financial 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 | $3.52M | Sell |
52,274
-283
| -0.5% | -$19K | 0.33% | 62 |
|
|
2025
Q1 | $3.74M | Sell |
52,557
-761
| -1% | -$54.1K | 0.39% | 54 |
|
|
2024
Q4 | $3.61M | Sell |
53,318
-1,167
| -2% | -$79K | 0.39% | 51 |
|
|
2024
Q3 | $4.34M | Buy |
54,485
+2,055
| +4% | +$164K | 0.49% | 43 |
|
|
2024
Q2 | $3.85M | Buy |
52,430
+973
| +2% | +$71.4K | 0.47% | 43 |
|
|
2024
Q1 | $3.94M | Buy |
51,457
+845
| +2% | +$64.7K | 0.5% | 39 |
|
|
2023
Q4 | $4.1M | Buy |
50,612
+986
| +2% | +$79.9K | 0.65% | 27 |
|
|
2023
Q3 | $3.48M | Buy |
49,626
+1,500
| +3% | +$105K | 0.61% | 31 |
|
|
2023
Q2 | $4.19M | Sell |
48,126
-1,527
| -3% | -$133K | 0.73% | 31 |
|
|
2023
Q1 | $4.5M | Buy |
49,653
+1,370
| +3% | +$124K | 0.85% | 28 |
|
|
2022
Q4 | $4M | Buy |
48,283
+675
| +1% | +$55.9K | 0.88% | 27 |
|
|
2022
Q3 | $4.13M | Sell |
47,608
-83
| -0.2% | -$7.2K | 0.91% | 24 |
|
|
2022
Q2 | $4.78M | Sell |
47,691
-1,722
| -3% | -$172K | 1% | 23 |
|
|
2022
Q1 | $6.02M | Buy |
49,413
+5,138
| +12% | +$625K | 0.94% | 24 |
|
|
2021
Q4 | $6.2M | Buy |
44,275
+120
| +0.3% | +$16.8K | 0.93% | 23 |
|
|
2021
Q3 | $5.98M | Buy |
44,155
+9,913
| +29% | +$1.34M | 0.96% | 27 |
|
|
2021
Q2 | $4.64M | Buy |
+34,242
| New | +$4.64M | 0.72% | 34 |
|
|
2021
Q1 | – | Sell |
-8,865
| Closed | -$1.35M | – | 100 |
|
|
2020
Q4 | $1.35M | Buy |
+8,865
| New | +$1.35M | 0.26% | 83 |
|
|
2020
Q3 | – | Sell |
-11,362
| Closed | -$1.89M | – | 125 |
|
|
2020
Q2 | $1.89M | Buy |
+11,362
| New | +$1.89M | 0.49% | 40 |
|