VWM
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Valley Wealth Managers’s Edwards Lifesciences EW Stock Holding History

Valley Wealth Managers’s Portfolio EW Stock Details EW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-800
Closed -$66.2K – 353
2023
Q1 		$66.2K Sell
800
-2,216
-73% -$174K 0.01% 206
2022
Q4 		$225K Sell
3,016
-79
-3% -$6.09K 0.02% 156
2022
Q3 		$256K Buy
3,095
+396
+15% +$38.1K 0.03% 151
2022
Q2 		$257K Sell
2,699
-1,883
-41% -$195K 0.02% 163
2022
Q1 		$540K Buy
4,582
+243
+6% +$27.3K 0.05% 122
2021
Q4 		$563K Buy
4,339
+324
+8% +$37.8K 0.05% 125
2021
Q3 		$454K Buy
4,015
+1,615
+67% +$184K 0.04% 132
2021
Q2 		$249K Hold
2,400
– – 0.02% 168
2021
Q1 		$201K Hold
2,400
– – 0.02% 162
2020
Q4 		$219K Buy
+2,400
New +$199K 0.02% 153

Other funds holding EW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM