CA
CWC 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 | $5.54M | Buy |
82,346
+1,858
| +2% | +$125K | 2.86% | 9 |
|
|
2025
Q1 | $5.72M | Buy |
80,488
+64,188
| +394% | +$4.56M | 3.26% | 6 |
|
|
2024
Q4 | $1.1M | Buy |
16,300
+2,234
| +16% | +$151K | 1.1% | 27 |
|
|
2024
Q3 | $1.12M | Buy |
+14,066
| New | +$1.12M | 1.11% | 25 |
|