Institute for Wealth Management’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Institute for Wealth Management’s Portfolio EDV Stock Details EDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$576K	Buy
2025 Q2	$515K	Buy
2024 Q4	–	Sell
2024 Q3	$860K	Hold
2024 Q2	$793K	Buy
2024 Q1	$716K	Sell
2023 Q4	$777K	Buy
2023 Q3	$453K	Buy