TriaGen Wealth Management LLC
Position in EDV — Vanguard World Funds Extended Duration ETF
CIK 1843848
Calabasas, CA
Position in EDV
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$303,966
+$17,922 QoQ
Shares Held
4,680
+6.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EDV Over Time
Shares Held
Position Value (USD)
All Filings in EDV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $303,966 | 4,680 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $286,044 | 4,400 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $299,126 | 4,370 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $240,934 | 3,580 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $240,636 | 3,384 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $200,654 | 2,963 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $233,621 | 2,932 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $211,714 | 2,884 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||