Napa Wealth Management’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	–	Sell	-41,423	Closed	-$2.95M	–	142
2025 Q1	$2.95M	Buy	41,423 +32,896	+386%	+$2.34M	1.66%	13
2024 Q4	$577K	Sell	8,527 -5,818	-41%	-$394K	0.25%	108
2024 Q3	$1.14M	Buy	14,345 +3,464	+32%	+$276K	0.54%	48
2024 Q2	$799K	Buy	+10,881	New	+$799K	0.54%	38