CWP
Cyndeo Wealth Partners’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
Q1 | – | Sell |
-3,596
| Closed | -$244K | – | 459 |
|
|
2024
Q4 | $244K | Sell |
3,596
-89,613
| -96% | -$6.07M | 0.02% | 401 |
|
|
2024
Q3 | $7.43M | Buy |
93,209
+1,318
| +1% | +$105K | 0.52% | 58 |
|
|
2024
Q2 | $6.75M | Buy |
91,891
+702
| +0.8% | +$51.5K | 0.53% | 52 |
|
|
2024
Q1 | $6.99M | Sell |
91,189
-1,265
| -1% | -$96.9K | 0.58% | 46 |
|
|
2023
Q4 | $7.49M | Buy |
92,454
+5,342
| +6% | +$433K | 0.69% | 33 |
|
|
2023
Q3 | $6.1M | Sell |
87,112
-74,499
| -46% | -$5.22M | 0.64% | 45 |
|
|
2023
Q2 | $14.1M | Buy |
+161,611
| New | +$14.1M | 1.47% | 15 |
|