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Baker Avenue Asset Management’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Baker Avenue Asset 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
Q2 		– Sell
-100
Closed -$9.03K – 1630
2023
Q1 		$9.03K Buy
+100
New +$8.88K ﹤0.01% 776

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RIG
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Ameriprise
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Cambridge Investment Research Advisors
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return

Baker Avenue Asset Management's EDV Position: Q2 2023 in Review

Baker Avenue Asset Management sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q2 2023, closing a stake of 100 shares — an estimated $9.03K sold.

Baker Avenue Asset Management first reported a position in EDV in Q1 2023 and held it in 1 quarter. The position peaked at $9.03K in Q1 2023. 152 funds tracked by Wall St. Rank hold EDV as of Q2 2023.

  • Baker Avenue Asset Management reported no remaining Vanguard World Funds Extended Duration ETF position as of Q2 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 100 Vanguard World Funds Extended Duration ETF shares in Q2 2023, an estimated $9.03K.
  • Baker Avenue Asset Management first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2023 and held it in 1 quarter.
  • Baker Avenue Asset Management's Vanguard World Funds Extended Duration ETF position peaked at $9.03K in Q1 2023.
  • 152 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2023.

Based on Baker Avenue Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.