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Cary Street Partners Investment Advisory’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Cary Street Partners Investment Advisory’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
Q3 		– Sell
-1,800
Closed -$157K – 1881
2023
Q2 		$157K Buy
+1,800
New +$157K 0.01% 569

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RIG
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AFP
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HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cary Street Partners Investment Advisory's EDV Position: Q3 2023 in Review

Cary Street Partners Investment Advisory sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q3 2023, closing a stake of 1,800 shares — an estimated $157K sold.

Cary Street Partners Investment Advisory first reported a position in EDV in Q2 2023 and held it in 1 quarter. The position peaked at $157K in Q2 2023. 143 funds tracked by Wall St. Rank hold EDV as of Q3 2023.

  • Cary Street Partners Investment Advisory reported no remaining Vanguard World Funds Extended Duration ETF position as of Q3 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 1,800 Vanguard World Funds Extended Duration ETF shares in Q3 2023, an estimated $157K.
  • Cary Street Partners Investment Advisory first reported a position in Vanguard World Funds Extended Duration ETF in Q2 2023 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's Vanguard World Funds Extended Duration ETF position peaked at $157K in Q2 2023.
  • 143 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q3 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.