MFGM
Marshall Financial Group (Maryland)’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.02M | Sell |
93,266
-2,329
| -2% | -$150K | 1.18% | 15 |
|
|
2025
Q1 | $6.8M | Sell |
95,595
-25,241
| -21% | -$1.79M | 1.49% | 15 |
|
|
2024
Q4 | $8.18M | Buy |
120,836
+12,664
| +12% | +$858K | 1.98% | 9 |
|
|
2024
Q3 | $8.62M | Buy |
108,172
+13,192
| +14% | +$1.05M | 2.06% | 11 |
|
|
2024
Q2 | $6.97M | Buy |
94,980
+6,883
| +8% | +$505K | 1.95% | 12 |
|
|
2024
Q1 | $6.75M | Buy |
88,097
+11,775
| +15% | +$902K | 1.94% | 11 |
|
|
2023
Q4 | $6.18M | Buy |
76,322
+8,528
| +13% | +$691K | 1.99% | 11 |
|
|
2023
Q3 | $4.75M | Buy |
67,794
+52
| +0.1% | +$3.64K | 1.71% | 11 |
|
|
2023
Q2 | $5.9M | Sell |
67,742
-1,931
| -3% | -$168K | 2.01% | 10 |
|
|
2023
Q1 | $6.31M | Buy |
69,673
+16,105
| +30% | +$1.46M | 2.26% | 9 |
|
|
2022
Q4 | $4.44M | Buy |
+53,568
| New | +$4.44M | 1.72% | 8 |
|
|
2021
Q1 | – | Sell |
-1,709
| Closed | -$260K | – | 135 |
|
|
2020
Q4 | $260K | Buy |
+1,709
| New | +$260K | 0.17% | 111 |
|