Creative Planning
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Creative Planning’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Creative Planning’s Portfolio EDV Stock Details EDV Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
2025
Q2 		$212K Buy
2020
Q4 		– Sell
2020
Q3 		$221K Sell
2020
Q2 		$1.19M Buy
2017
Q3 		– Sell
2017
Q2 		$20K Buy
2017
Q1 		– Sell
2016
Q4 		$53K Buy
2015
Q2 		– Sell
2015
Q1 		$6K Buy