AWM
EDV icon

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

Aries 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
Q4 		– Sell
-12,042
Closed -$802K – 203
2023
Q3 		$802K Sell
12,042
-2,035
-14% -$160K 0.31% 82
2023
Q2 		$1.23M Buy
14,077
+1,730
+14% +$151K 0.48% 60
2023
Q1 		$1.12M Buy
+12,347
New +$1.1M 0.46% 68

Other funds holding EDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Aries Wealth Management's EDV Position: Q4 2023 in Review

Aries Wealth Management sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q4 2023, closing a stake of 12,042 shares — an estimated $802K sold.

Aries Wealth Management first reported a position in EDV in Q1 2023 and held it in 3 quarters. The position peaked at $1.23M in Q2 2023. 185 funds tracked by Wall St. Rank hold EDV as of Q4 2023.

  • Aries Wealth Management reported no remaining Vanguard World Funds Extended Duration ETF position as of Q4 2023 after selling out during the quarter.
  • Aries Wealth Management sold 12,042 Vanguard World Funds Extended Duration ETF shares in Q4 2023, an estimated $802K.
  • Aries Wealth Management first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2023 and held it in 3 quarters.
  • Aries Wealth Management's Vanguard World Funds Extended Duration ETF position peaked at $1.23M in Q2 2023.
  • 185 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q4 2023.

Based on Aries Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.