Kingsview Wealth Management’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
2023
Q4
Sell
-5,035
Closed -$353K 960
2023
Q3
$353K Sell
5,035
-433
-8% -$30.3K 0.01% 709
2023
Q2
$476K Buy
+5,468
New +$476K 0.02% 603