Lifetime Wealth Management P.C.
Position in EDV — Vanguard World Funds Extended Duration ETF
CIK 2116339
ROCKWALL, TX
Position in EDV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,486,705
+$31,002 QoQ
Shares Held
22,890
+2.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,486,705 | 22,890 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,455,703 | 22,392 | Shares | Sole | 2026-03-25 | |
| No filing history on record for this holder in this stock. | ||||||