Rothschild Investment LLC’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 | $153K | Hold |
2,275
| – | – | 0.01% | 563 |
|
|
2025
Q1 | $162K | Sell |
2,275
-300
| -12% | -$21.3K | 0.01% | 535 |
|
|
2024
Q4 | $174K | Hold |
2,575
| – | – | 0.01% | 537 |
|
|
2024
Q3 | $205K | Buy |
2,575
+1,950
| +312% | +$155K | 0.01% | 507 |
|
|
2024
Q2 | $45.9K | Hold |
625
| – | – | ﹤0.01% | 763 |
|
|
2024
Q1 | $47.9K | Buy |
+625
| New | +$47.9K | ﹤0.01% | 738 |
|