SageView Advisory Group’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
$651K Buy
10,165
+123
+1% +$7.88K 0.02% 318
2025
Q1
$714K Hold
10,042
0.03% 276
2024
Q4
$680K Sell
10,042
-2,259
-18% -$153K 0.03% 286
2024
Q3
$980K Hold
12,301
0.05% 201
2024
Q2
$903K Buy
+12,301
New +$903K 0.04% 236