Pasadena Private Wealth’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$330K Sell
2023
Q3
$4.5M Buy
2022
Q3
Sell
2022
Q2
$1.51M Buy