JFS Wealth Advisors’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
$25.9K Buy
+385
New +$25.9K ﹤0.01% 604
2020
Q4
Sell
-6
Closed -$1K 587
2020
Q3
$1K Hold
6
﹤0.01% 531
2020
Q2
$1K Buy
+6
New +$1K ﹤0.01% 508