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Clean Yield Group’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Clean Yield Group’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
Q3 		– Sell
-3,600
Closed -$264K – 478
2024
Q2 		$264K Buy
3,600
+3,000
+500% +$217K 0.1% 112
2024
Q1 		$46K Sell
600
-600
-50% -$45.7K 0.02% 241
2023
Q4 		$97.2K Buy
+1,200
New +$85.8K 0.04% 179

Other funds holding EDV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Clean Yield Group's EDV Position: Q3 2024 in Review

Clean Yield Group sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q3 2024, closing a stake of 3,600 shares — an estimated $264K sold.

Clean Yield Group first reported a position in EDV in Q4 2023 and held it in 3 quarters. The position peaked at $264K in Q2 2024. 183 funds tracked by Wall St. Rank hold EDV as of Q3 2024.

  • Clean Yield Group reported no remaining Vanguard World Funds Extended Duration ETF position as of Q3 2024 after selling out during the quarter.
  • Clean Yield Group sold 3,600 Vanguard World Funds Extended Duration ETF shares in Q3 2024, an estimated $264K.
  • Clean Yield Group first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2023 and held it in 3 quarters.
  • Clean Yield Group's Vanguard World Funds Extended Duration ETF position peaked at $264K in Q2 2024.
  • 183 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q3 2024.

Based on Clean Yield Group's 13F filing for Q3 2024, filed 7 Oct 2024.