Clearview Wealth Advisors’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
2023
Q3
Sell
-658
Closed -$57.3K 260
2023
Q2
$57.3K Sell
658
-36
-5% -$3.14K 0.06% 190
2023
Q1
$62.8K Sell
694
-3,565
-84% -$323K 0.06% 181
2022
Q4
$353K Buy
+4,259
New +$353K 0.27% 76