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

Arkadios Wealth 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
2021
Q2 		– Sell
-40
Closed -$5K – 1959
2021
Q1 		$5K Buy
+40
New +$5.46K ﹤0.01% 1357

Other funds holding EDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BA
Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Arkadios Wealth Advisors's EDV Position: Q2 2021 in Review

Arkadios Wealth Advisors sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q2 2021, closing a stake of 40 shares — an estimated $5K sold.

Arkadios Wealth Advisors first reported a position in EDV in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 91 funds tracked by Wall St. Rank hold EDV as of Q2 2021.

  • Arkadios Wealth Advisors reported no remaining Vanguard World Funds Extended Duration ETF position as of Q2 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 40 Vanguard World Funds Extended Duration ETF shares in Q2 2021, an estimated $5K.
  • Arkadios Wealth Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2021 and held it in 1 quarter.
  • Arkadios Wealth Advisors's Vanguard World Funds Extended Duration ETF position peaked at $5K in Q1 2021.
  • 91 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.