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

Darwin Wealth 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
2023
Q2 		– Sell
-3,276
Closed -$286K – 150
2023
Q1 		$286K Buy
+3,276
New +$291K 0.08% 130
2021
Q2 		– Sell
-2,064
Closed -$259K – 172
2021
Q1 		$259K Sell
2,064
-943
-31% -$129K 0.05% 145
2020
Q4 		$457K Buy
+3,007
New +$478K 0.09% 112

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

Darwin Wealth Management's EDV Position: Q2 2023 in Review

Darwin Wealth Management sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q2 2023, closing a stake of 3,276 shares — an estimated $286K sold.

Darwin Wealth Management first reported a position in EDV in Q4 2020 and held it in 3 quarters. The position peaked at $457K in Q4 2020. 152 funds tracked by Wall St. Rank hold EDV as of Q2 2023.

  • Darwin Wealth Management reported no remaining Vanguard World Funds Extended Duration ETF position as of Q2 2023 after selling out during the quarter.
  • Darwin Wealth Management sold 3,276 Vanguard World Funds Extended Duration ETF shares in Q2 2023, an estimated $286K.
  • Darwin Wealth Management first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2020 and held it in 3 quarters.
  • Darwin Wealth Management's Vanguard World Funds Extended Duration ETF position peaked at $457K in Q4 2020.
  • 152 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2023.

Based on Darwin Wealth Management's 13F filing for Q2 2023, filed 12 Jul 2023.