FWL Investment Management’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$222K Sell
3,305
-610
-16% -$41.1K 0.07% 83
2025
Q1
$278K Sell
3,915
-56
-1% -$3.98K 0.1% 69
2024
Q4
$269K Sell
3,971
-1,652
-29% -$112K 0.1% 70
2024
Q3
$448K Buy
5,623
+906
+19% +$72.2K 0.17% 60
2024
Q2
$346K Buy
+4,717
New +$346K 0.17% 41