TriaGen Wealth Management’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
$241K Buy
3,580
+196
+6% +$13.2K 0.07% 158
2025
Q1
$241K Buy
3,384
+421
+14% +$29.9K 0.08% 149
2024
Q4
$201K Buy
2,963
+31
+1% +$2.1K 0.07% 162
2024
Q3
$234K Buy
2,932
+48
+2% +$3.83K 0.08% 159
2024
Q2
$212K Buy
+2,884
New +$212K 0.08% 153