JWWM
Johnson & White 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 | $2.96M | Sell |
43,991
-4,634
| -10% | -$312K | 1.49% | 20 |
|
|
2025
Q1 | $3.46M | Sell |
48,625
-7,033
| -13% | -$500K | 1.94% | 16 |
|
|
2024
Q4 | $3.77M | Buy |
+55,658
| New | +$3.77M | 2.28% | 16 |
|
|
2024
Q2 | – | Sell |
-36,556
| Closed | -$2.8M | – | 56 |
|
|
2024
Q1 | $2.8M | Buy |
36,556
+6,883
| +23% | +$527K | 2.04% | 16 |
|
|
2023
Q4 | $2.4M | Buy |
29,673
+964
| +3% | +$78.1K | 1.99% | 16 |
|
|
2023
Q3 | $2.01M | Buy |
+28,709
| New | +$2.01M | 1.82% | 16 |
|
|
2023
Q2 | – | Sell |
-26,920
| Closed | -$2.44M | – | 44 |
|
|
2023
Q1 | $2.44M | Buy |
+26,920
| New | +$2.44M | 2.17% | 14 |
|
|
2022
Q4 | – | Sell |
-21,917
| Closed | -$1.9M | – | 89 |
|
|
2022
Q3 | $1.9M | Buy |
+21,917
| New | +$1.9M | 2.14% | 15 |
|