AWM
EDV icon

Abound Wealth Management’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Abound Wealth Management’s Portfolio EDV Stock Details EDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-24
Closed -$2.09K – 1180
2023
Q2 		$2.09K Buy
+24
New +$2.09K ﹤0.01% 641

Other funds holding EDV

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Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Abound Wealth Management's EDV Position: Q3 2023 in Review

Abound Wealth Management sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q3 2023, closing a stake of 24 shares — an estimated $2.09K sold.

Abound Wealth Management first reported a position in EDV in Q2 2023 and held it in 1 quarter. The position peaked at $2.09K in Q2 2023. 143 funds tracked by Wall St. Rank hold EDV as of Q3 2023.

  • Abound Wealth Management reported no remaining Vanguard World Funds Extended Duration ETF position as of Q3 2023 after selling out during the quarter.
  • Abound Wealth Management sold 24 Vanguard World Funds Extended Duration ETF shares in Q3 2023, an estimated $2.09K.
  • Abound Wealth Management first reported a position in Vanguard World Funds Extended Duration ETF in Q2 2023 and held it in 1 quarter.
  • Abound Wealth Management's Vanguard World Funds Extended Duration ETF position peaked at $2.09K in Q2 2023.
  • 143 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q3 2023.

Based on Abound Wealth Management's 13F filing for Q3 2023, filed 8 Aug 2024.