CWM
Comprehensive 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,426
| Closed | -$722K | – | 33 |
|
|
2024
Q1 | $722K | Buy |
9,426
+1,158
| +14% | +$88.7K | 0.56% | 13 |
|
|
2023
Q4 | $670K | Buy |
8,268
+293
| +4% | +$23.7K | 0.61% | 16 |
|
|
2023
Q3 | $558K | Buy |
7,975
+772
| +11% | +$54.1K | 0.53% | 21 |
|
|
2023
Q2 | $627K | Buy |
7,203
+726
| +11% | +$63.2K | 0.54% | 20 |
|
|
2023
Q1 | $586K | Buy |
+6,477
| New | +$586K | 0.48% | 21 |
|