HHRDM
H&H Retirement Design & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7M | Buy |
182,739
+20,355
| +13% | +$1.31M | 6.43% | 2 |
|
|
2025
Q1 | $10.5M | Sell |
162,384
-734
| -0.4% | -$47.3K | 6.97% | 2 |
|
|
2024
Q4 | $11.4M | Sell |
163,118
-5,857
| -3% | -$409K | 6.91% | 2 |
|
|
2024
Q3 | $12.8M | Buy |
168,975
+6,879
| +4% | +$521K | 7.55% | 2 |
|
|
2024
Q2 | $11.9M | Buy |
162,096
+1,294
| +0.8% | +$94.9K | 7.34% | 2 |
|
|
2024
Q1 | $11.2M | Sell |
160,802
-29,080
| -15% | -$2.03M | 7.41% | 2 |
|
|
2023
Q4 | $14.3M | Buy |
+189,882
| New | +$14.3M | 9.03% | 2 |
|