DTIM
EDV icon

Danda Trouve Investment Management’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Danda Trouve Investment Management’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
2022
Q3 		– Sell
-21,421
Closed -$2.15M – 123
2022
Q2 		$2.15M Buy
21,421
+277
+1% +$28.8K 3.3% 14
2022
Q1 		$2.57M Buy
+21,144
New +$2.71M 3.22% 14

Other funds holding EDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

Danda Trouve Investment Management's EDV Position: Q3 2022 in Review

Danda Trouve Investment Management sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q3 2022, closing a stake of 21,421 shares — an estimated $2.15M sold.

Danda Trouve Investment Management first reported a position in EDV in Q1 2022 and held it in 2 quarters. The position peaked at $2.57M in Q1 2022. 107 funds tracked by Wall St. Rank hold EDV as of Q3 2022.

  • Danda Trouve Investment Management reported no remaining Vanguard World Funds Extended Duration ETF position as of Q3 2022 after selling out during the quarter.
  • Danda Trouve Investment Management sold 21,421 Vanguard World Funds Extended Duration ETF shares in Q3 2022, an estimated $2.15M.
  • Danda Trouve Investment Management first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2022 and held it in 2 quarters.
  • Danda Trouve Investment Management's Vanguard World Funds Extended Duration ETF position peaked at $2.57M in Q1 2022.
  • 107 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q3 2022.

Based on Danda Trouve Investment Management's 13F filing for Q3 2022, filed 14 Oct 2022.