LRWM
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Lord & Richards Wealth Management’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Lord & Richards Wealth Management’s Portfolio EDV Stock Details EDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-38
Closed -$2.7K – 77
2025
Q1 		$2.7K Buy
+38
New +$2.7K ﹤0.01% 140