Wealth Enhancement Advisory Services
EDV icon

Wealth Enhancement Advisory Services’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
$3.34M Sell
50,939
-1,433
-3% -$94K 0.01% 1089
2025
Q1
$3.72M Buy
52,372
+33,540
+178% +$2.39M 0.01% 937
2024
Q4
$1.28M Buy
18,832
+14,695
+355% +$995K ﹤0.01% 1408
2024
Q3
$330K Sell
4,137
-18,218
-81% -$1.45M ﹤0.01% 2089
2024
Q2
$1.64M Sell
22,355
-131,687
-85% -$9.67M ﹤0.01% 1068
2024
Q1
$11.8M Buy
154,042
+44,692
+41% +$3.42M 0.03% 429
2023
Q4
$8.86M Buy
+109,350
New +$8.86M 0.03% 467
2023
Q3
Sell
-4,453
Closed -$388K 2191
2023
Q2
$388K Buy
+4,453
New +$388K ﹤0.01% 389