Simplicity Wealth’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
2024
Q3
Sell
-7,928
Closed -$582K 692
2024
Q2
$582K Sell
7,928
-1,705
-18% -$125K 0.01% 697
2024
Q1
$738K Buy
+9,633
New +$738K 0.02% 610