AWM
EDV icon

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

Accurate 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
Q1 		– Sell
-57
Closed -$4.99K – 577
2022
Q4 		$4.99K Buy
+57
New +$4.8K ﹤0.01% 1017

Other funds holding EDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DI
DFPG Investments Sandy, Utah $1.28B AUM 27.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Accurate Wealth Management's EDV Position: Q1 2023 in Review

Accurate Wealth Management sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q1 2023, closing a stake of 57 shares — an estimated $4.99K sold.

Accurate Wealth Management first reported a position in EDV in Q4 2022 and held it in 1 quarter. The position peaked at $4.99K in Q4 2022. 126 funds tracked by Wall St. Rank hold EDV as of Q1 2023.

  • Accurate Wealth Management reported no remaining Vanguard World Funds Extended Duration ETF position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 57 Vanguard World Funds Extended Duration ETF shares in Q1 2023, an estimated $4.99K.
  • Accurate Wealth Management first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Vanguard World Funds Extended Duration ETF position peaked at $4.99K in Q4 2022.
  • 126 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.