AWS
EDV icon

Atria Wealth Solutions’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$975K Sell
14,487
-51,822
-78% -$3.43M 0.02% 646
2025
Q1 		$4.72M Sell
66,309
-1,161
-2% -$80.3K 0.06% 352
2024
Q4 		$4.57M Sell
67,470
-30,699
-31% -$2.24M 0.05% 380
2024
Q3 		$7.82M Buy
98,169
+14,637
+18% +$1.14M 0.09% 246
2024
Q2 		$6.13M Sell
83,532
-3,862
-4% -$279K 0.07% 294
2024
Q1 		$6.69M Sell
87,394
-38,174
-30% -$2.91M 0.08% 268
2023
Q4 		$10.2M Buy
125,568
+55,977
+80% +$4M 0.13% 167
2023
Q3 		$4.87M Sell
69,591
-33,324
-32% -$2.62M 0.07% 299
2023
Q2 		$8.96M Buy
102,915
+31,536
+44% +$2.75M 0.12% 168
2023
Q1 		$6.46M Buy
71,379
+24,229
+51% +$2.15M 0.1% 209
2022
Q4 		$3.91M Buy
47,150
+431
+0.9% +$36.3K 0.06% 307
2022
Q3 		$4.05M Buy
46,719
+42,261
+948% +$4.11M 0.07% 273
2022
Q2 		$446K Sell
4,458
-7,196
-62% -$748K 0.01% 1030
2022
Q1 		$1.42M Buy
+11,654
New +$1.49M 0.02% 594

Other funds holding EDV

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $1.94B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
HPG
Harvest Portfolios Group Oakville, Ontario, Canada $6.06B AUM 16.63% 1-Year Est. Return
IRM
Income Research & Management Boston, Massachusetts $169M AUM 0.85% 1-Year Est. Return