Values Added Financial’s Edwards Lifesciences EW Stock Holding History

Values Added Financial’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
2025 Q3	$727K	Sell
2025 Q2	$736K	Sell
2025 Q1	$685K	Buy
2024 Q4	$693K	Buy
2024 Q3	$617K	Buy
2024 Q2	$861K	Buy
2024 Q1	$889K	Hold
2023 Q4	$709K	Sell
2023 Q3	$646K	Buy
2023 Q2	$877K	Buy