CA
EDV icon

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

CoreCap 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
2025
Q3 		– Sell
-60
Closed -$4.04K – 2827
2025
Q2 		$4.04K Hold
60
– – ﹤0.01% 2163
2025
Q1 		$4.27K Buy
+60
New +$4.15K ﹤0.01% 2139
2024
Q2 		– Sell
-71
Closed -$5.44K – 1872
2024
Q1 		$5.44K Buy
+71
New +$5.4K ﹤0.01% 1898
2022
Q4 		$1.24K Buy
+15
New +$1.26K ﹤0.01% 2017
2022
Q3 		– Sell
-2
Closed – – 951
2022
Q2 		$0 Buy
+2
New +$208 ﹤0.01% 2166
2022
Q1 		– Sell
-1
Closed -$1K – 960
2021
Q4 		$1K Buy
+1
New +$139 ﹤0.01% 2104

Other funds holding EDV

MWA
Midland Wealth Advisors Effingham, Illinois $1.94B AUM 14.31% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
HPG
Harvest Portfolios Group Oakville, Ontario, Canada $6.06B AUM 16.63% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return