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Avidian Wealth Enterprises’s VanEck Durable High Dividend ETF DURA Stock Holding History

Avidian Wealth Enterprises’s Portfolio DURA Stock Details DURA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-20,049
Closed -$639K – 478
2022
Q4 		$639K Buy
+20,049
New +$618K 0.04% 240

Other funds holding DURA

BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Avidian Wealth Enterprises's DURA Position: Q1 2023 in Review

Avidian Wealth Enterprises sold out of VanEck Durable High Dividend ETF (DURA) in Q1 2023, closing a stake of 20,049 shares — an estimated $639K sold.

Avidian Wealth Enterprises first reported a position in DURA in Q4 2022 and held it in 1 quarter. The position peaked at $639K in Q4 2022. 32 funds tracked by Wall St. Rank hold DURA as of Q1 2023.

  • Avidian Wealth Enterprises reported no remaining VanEck Durable High Dividend ETF position as of Q1 2023 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 20,049 VanEck Durable High Dividend ETF shares in Q1 2023, an estimated $639K.
  • Avidian Wealth Enterprises first reported a position in VanEck Durable High Dividend ETF in Q4 2022 and held it in 1 quarter.
  • Avidian Wealth Enterprises's VanEck Durable High Dividend ETF position peaked at $639K in Q4 2022.
  • 32 funds tracked by Wall St. Rank held VanEck Durable High Dividend ETF as of Q1 2023.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2023, filed 8 May 2023.