Cyndeo Wealth Partners’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$244K Sell
2024
Q3
$7.43M Buy
2024
Q2
$6.75M Buy
2024
Q1
$6.99M Sell
2023
Q4
$7.49M Buy
2023
Q3
$6.1M Sell
2023
Q2
$14.1M Buy