VBFP
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Valtinson Bruner Financial Planning’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
$19.8M Buy
294,107
+24,037
+9% +$1.62M 6.21% 4
2025
Q1
$19.2M Sell
270,070
-78,029
-22% -$5.55M 6.49% 2
2024
Q4
$23.6M Sell
348,099
-24,116
-6% -$1.63M 8.23% 1
2024
Q3
$29.7M Buy
+372,215
New +$29.7M 10.34% 1