Darwin Wealth Management’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,276
| Closed | -$286K | – | 150 |
|
|
2023
Q1 | $286K | Buy |
+3,276
| New | +$286K | 0.08% | 130 |
|
|
2021
Q2 | – | Sell |
-2,064
| Closed | -$259K | – | 172 |
|
|
2021
Q1 | $259K | Sell |
2,064
-943
| -31% | -$118K | 0.05% | 145 |
|
|
2020
Q4 | $457K | Buy |
+3,007
| New | +$457K | 0.09% | 112 |
|