CSIA
Conrad Siegel Investment Advisors’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 | $7.31M | Sell |
108,628
-12,830
| -11% | -$863K | 1.64% | 10 |
|
|
2025
Q1 | $8.64M | Buy |
121,458
+18,116
| +18% | +$1.29M | 2.22% | 9 |
|
|
2024
Q4 | $7M | Buy |
103,342
+8,317
| +9% | +$563K | 1.89% | 8 |
|
|
2024
Q3 | $7.57M | Sell |
95,025
-2,902
| -3% | -$231K | 2.04% | 8 |
|
|
2024
Q2 | $7.19M | Buy |
97,927
+318
| +0.3% | +$23.3K | 2.09% | 8 |
|
|
2024
Q1 | $7.48M | Buy |
+97,609
| New | +$7.48M | 2.19% | 9 |
|