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Clearview Wealth Advisors’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Clearview Wealth Advisors’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
-658
Closed -$57.3K – 260
2023
Q2 		$57.3K Sell
658
-36
-5% -$3.14K 0.06% 190
2023
Q1 		$62.8K Sell
694
-3,565
-84% -$316K 0.06% 181
2022
Q4 		$353K Buy
+4,259
New +$359K 0.27% 76

Other funds holding EDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
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
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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

Clearview Wealth Advisors's EDV Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q3 2023, closing a stake of 658 shares — an estimated $57.3K sold.

Clearview Wealth Advisors first reported a position in EDV in Q4 2022 and held it in 3 quarters. The position peaked at $353K in Q4 2022. 143 funds tracked by Wall St. Rank hold EDV as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Vanguard World Funds Extended Duration ETF position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 658 Vanguard World Funds Extended Duration ETF shares in Q3 2023, an estimated $57.3K.
  • Clearview Wealth Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2022 and held it in 3 quarters.
  • Clearview Wealth Advisors's Vanguard World Funds Extended Duration ETF position peaked at $353K in Q4 2022.
  • 143 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.