MWM
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Maridea Wealth Management’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Maridea Wealth Management’s Portfolio EDV Stock Details EDV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$429K Buy
6,377
+70
+1% +$4.71K 0.11% 183
2025
Q1 		$449K Sell
6,307
-201
-3% -$14.3K 0.15% 143
2024
Q4 		$441K Buy
+6,508
New +$441K 0.14% 131