Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Buy |
+3,146
| New | +$212K | ﹤0.01% | 3166 |
|
|
2020
Q4 | – | Sell |
-1,335
| Closed | -$221K | – | 2134 |
|
|
2020
Q3 | $221K | Sell |
1,335
-5,845
| -81% | -$968K | ﹤0.01% | 1593 |
|
|
2020
Q2 | $1.19M | Buy |
+7,180
| New | +$1.19M | ﹤0.01% | 673 |
|
|
2017
Q3 | – | Sell |
-172
| Closed | -$20K | – | 2322 |
|
|
2017
Q2 | $20K | Buy |
+172
| New | +$20K | ﹤0.01% | 3142 |
|
|
2017
Q1 | – | Sell |
-487
| Closed | -$53K | – | 4534 |
|
|
2016
Q4 | $53K | Buy |
+487
| New | +$53K | ﹤0.01% | 2331 |
|
|
2015
Q2 | – | Sell |
-50
| Closed | -$6K | – | 1543 |
|
|
2015
Q1 | $6K | Buy |
+50
| New | +$6K | ﹤0.01% | 3396 |
|