SwitchPoint Financial Planning, LLC
Position in EDV — Vanguard World Funds Extended Duration ETF
CIK 2055526
LEHI, UT
Position in EDV
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$225,636
-$273 QoQ
Shares Held
3,474
-0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $225,636 | 3,474 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $225,909 | 3,475 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $237,863 | 3,475 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $233,867 | 3,475 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $247,178 | 3,476 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||