Dynamic Advisor Solutions’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 | $662K | Sell |
9,831
-2,424
| -20% | -$163K | 0.02% | 543 |
|
|
2025
Q1 | $871K | Buy |
+12,255
| New | +$871K | 0.03% | 455 |
|
|
2024
Q4 | – | Sell |
-16,068
| Closed | -$1.28M | – | 696 |
|
|
2024
Q3 | $1.28M | Buy |
16,068
+1,500
| +10% | +$120K | 0.04% | 392 |
|
|
2024
Q2 | $1.07M | Buy |
14,568
+4,090
| +39% | +$300K | 0.03% | 439 |
|
|
2024
Q1 | $803K | Buy |
+10,478
| New | +$803K | 0.03% | 487 |
|