Leading Edge Financial Planning’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
$503K Buy
7,469
+834
+13% +$56.1K 0.14% 36
2025
Q1
$472K Sell
6,635
-35
-0.5% -$2.49K 0.15% 35
2024
Q4
$452K Buy
6,670
+468
+8% +$31.7K 0.15% 37
2024
Q3
$494K Sell
6,202
-509
-8% -$40.6K 0.17% 35
2024
Q2
$493K Buy
6,711
+360
+6% +$26.4K 0.2% 33
2024
Q1
$487K Buy
6,351
+963
+18% +$73.8K 0.22% 31
2023
Q4
$437K Buy
5,388
+1,112
+26% +$90.1K 0.23% 33
2023
Q3
$299K Buy
4,276
+1,202
+39% +$84.2K 0.19% 52
2023
Q2
$268K Buy
3,074
+248
+9% +$21.6K 0.18% 52
2023
Q1
$256K Buy
+2,826
New +$256K 0.19% 57