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

Connectus Wealth’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
-17,236
Closed -$1.56M – 459
2023
Q1 		$1.56M Buy
+17,236
New +$1.53M 0.04% 248

Other funds holding EDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
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

Connectus Wealth's EDV Position: Q2 2023 in Review

Connectus Wealth sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q2 2023, closing a stake of 17,236 shares — an estimated $1.56M sold.

Connectus Wealth first reported a position in EDV in Q1 2023 and held it in 1 quarter. The position peaked at $1.56M in Q1 2023. 152 funds tracked by Wall St. Rank hold EDV as of Q2 2023.

  • Connectus Wealth reported no remaining Vanguard World Funds Extended Duration ETF position as of Q2 2023 after selling out during the quarter.
  • Connectus Wealth sold 17,236 Vanguard World Funds Extended Duration ETF shares in Q2 2023, an estimated $1.56M.
  • Connectus Wealth first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2023 and held it in 1 quarter.
  • Connectus Wealth's Vanguard World Funds Extended Duration ETF position peaked at $1.56M in Q1 2023.
  • 152 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2023.

Based on Connectus Wealth's 13F filing for Q2 2023, filed 14 Aug 2023.