IHT 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.29M | Sell |
34,096
-15,636
| -31% | -$1.05M | 0.06% | 293 |
|
2025
Q1 | $3.54M | Sell |
49,732
-5,728
| -10% | -$407K | 0.11% | 187 |
|
2024
Q4 | $3.76M | Buy |
55,460
+41,980
| +311% | +$2.84M | 0.12% | 164 |
|
2024
Q3 | $1.07M | Sell |
13,480
-2,779
| -17% | -$221K | 0.03% | 481 |
|
2024
Q2 | $1.19M | Buy |
+16,259
| New | +$1.19M | 0.04% | 376 |
|
2023
Q4 | – | Sell |
-29,232
| Closed | -$2.05M | – | 994 |
|
2023
Q3 | $2.05M | Buy |
+29,232
| New | +$2.05M | 0.1% | 193 |
|