IFWM
Institute for 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 | $515K | Buy |
+7,648
| New | +$515K | 0.06% | 308 |
|
|
2024
Q4 | – | Sell |
-10,799
| Closed | -$860K | – | 526 |
|
|
2024
Q3 | $860K | Hold |
10,799
| – | – | 0.11% | 202 |
|
|
2024
Q2 | $793K | Buy |
10,799
+1,447
| +15% | +$106K | 0.11% | 202 |
|
|
2024
Q1 | $716K | Sell |
9,352
-231
| -2% | -$17.7K | 0.09% | 218 |
|
|
2023
Q4 | $777K | Buy |
9,583
+3,109
| +48% | +$252K | 0.13% | 187 |
|
|
2023
Q3 | $453K | Buy |
+6,474
| New | +$453K | 0.08% | 271 |
|