Lowery Thomas LLC’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
Q1
Sell
-6,389
Closed -$433K 57
2024
Q4
$433K Sell
6,389
-3,485
-35% -$236K 0.28% 44
2024
Q3
$787K Buy
+9,874
New +$787K 0.53% 37