Secure Asset Management’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-2,407	Closed	-$399K	–	156
2020 Q3	$399K	Buy	2,407 +522	+28%	+$86.5K	0.27%	82
2020 Q2	$313K	Buy	1,885 +457	+32%	+$75.9K	0.22%	108
2020 Q1	$239K	Buy	+1,428	New	+$239K	0.26%	89