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Addison Advisors’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Addison Advisors’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
-14
Closed -$1.16K – 675
2022
Q4 		$1.16K Buy
14
+4
+40% +$337 ﹤0.01% 600
2022
Q3 		$1K Buy
10
+4
+67% +$389 ﹤0.01% 605
2022
Q2 		$1K Buy
+6
New +$624 ﹤0.01% 593

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

Addison Advisors's EDV Position: Q1 2023 in Review

Addison Advisors sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q1 2023, closing a stake of 14 shares — an estimated $1.16K sold.

Addison Advisors first reported a position in EDV in Q2 2022 and held it in 3 quarters. The position peaked at $1.16K in Q4 2022. 126 funds tracked by Wall St. Rank hold EDV as of Q1 2023.

  • Addison Advisors reported no remaining Vanguard World Funds Extended Duration ETF position as of Q1 2023 after selling out during the quarter.
  • Addison Advisors sold 14 Vanguard World Funds Extended Duration ETF shares in Q1 2023, an estimated $1.16K.
  • Addison Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q2 2022 and held it in 3 quarters.
  • Addison Advisors's Vanguard World Funds Extended Duration ETF position peaked at $1.16K in Q4 2022.
  • 126 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2023.

Based on Addison Advisors's 13F filing for Q1 2023, filed 9 May 2023.