Avidian Wealth Enterprises’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Avidian Wealth Enterprises’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
2024 Q4	–	Sell	-3,269	Closed	-$260K	–	518
2024 Q3	$260K	Buy	3,269 +35	+1%	+$2.72K	0.01%	424
2024 Q2	$237K	Sell	3,234 -749	-19%	-$54.2K	0.01%	442
2024 Q1	$305K	Buy	3,983 +1,420	+55%	+$108K	0.01%	357
2023 Q4	$208K	Sell	2,563 -2,676	-51%	-$191K	0.01%	397
2023 Q3	$367K	Buy	5,239 +45	+0.9%	+$3.54K	0.03%	299
2023 Q2	$452K	Sell	5,194 -847	-14%	-$73.9K	0.03%	281
2023 Q1	$547K	Buy	+6,041	New	+$536K	0.03%	280

Other funds holding EDV

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

Avidian Wealth Enterprises's EDV Position: Q4 2024 in Review

Avidian Wealth Enterprises sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q4 2024, closing a stake of 3,269 shares — an estimated $260K sold.

Avidian Wealth Enterprises first reported a position in EDV in Q1 2023 and held it in 7 quarters. The position peaked at $547K in Q1 2023. 183 funds tracked by Wall St. Rank hold EDV as of Q4 2024.

Avidian Wealth Enterprises reported no remaining Vanguard World Funds Extended Duration ETF position as of Q4 2024 after selling out during the quarter.
Avidian Wealth Enterprises sold 3,269 Vanguard World Funds Extended Duration ETF shares in Q4 2024, an estimated $260K.
Avidian Wealth Enterprises first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2023 and held it in 7 quarters.
Avidian Wealth Enterprises's Vanguard World Funds Extended Duration ETF position peaked at $547K in Q1 2023.
183 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q4 2024.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2024, filed 29 Jan 2025.