North Ridge Wealth Advisors’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 | $9.51M | Buy |
141,363
+7,717
| +6% | +$519K | 5.84% | 4 |
|
|
2025
Q1 | $9.5M | Buy |
133,646
+10,853
| +9% | +$772K | 6.35% | 4 |
|
|
2024
Q4 | $8.32M | Buy |
122,793
+7,007
| +6% | +$475K | 5.76% | 4 |
|
|
2024
Q3 | $9.23M | Buy |
115,786
+5,888
| +5% | +$469K | 6.27% | 4 |
|
|
2024
Q2 | $8.07M | Buy |
109,898
+6,053
| +6% | +$444K | 6.13% | 4 |
|
|
2024
Q1 | $7.95M | Buy |
103,845
+5,323
| +5% | +$408K | 6.17% | 4 |
|
|
2023
Q4 | $7.98M | Buy |
98,522
+4,765
| +5% | +$386K | 6.64% | 4 |
|
|
2023
Q3 | $6.57M | Buy |
93,757
+7,193
| +8% | +$504K | 6.4% | 4 |
|
|
2023
Q2 | $7.54M | Buy |
86,564
+7,260
| +9% | +$632K | 7.2% | 4 |
|
|
2023
Q1 | $7.18M | Buy |
+79,304
| New | +$7.18M | 7.19% | 4 |
|