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

Drive 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
2025 Q1	–	Sell	-3,035	Closed	-$206K	–	340
2024 Q4	$206K	Sell	3,035 -8,449	-74%	-$616K	0.05%	309
2024 Q3	$915K	Sell	11,484 -4,000	-26%	-$311K	0.24%	80
2024 Q2	$1.14M	Buy	15,484 +7,000	+83%	+$507K	0.31%	65
2024 Q1	$650K	Sell	8,484 -600	-7%	-$45.7K	0.18%	103
2023 Q4	$736K	Sell	9,084 -1,579	-15%	-$113K	0.24%	88
2023 Q3	$747K	Sell	10,663 -445	-4%	-$35K	0.27%	82
2023 Q2	$967K	Buy	11,108 +336	+3%	+$29.3K	0.36%	62
2023 Q1	$975K	Buy	10,772 +1,200	+13%	+$107K	0.41%	61
2022 Q4	$793K	Buy	+9,572	New	+$807K	0.4%	56

Other funds holding EDV

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $1.94B AUM 14.31% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

Drive Wealth Management's EDV Position: Q1 2025 in Review

Drive Wealth Management sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q1 2025, closing a stake of 3,035 shares — an estimated $206K sold.

Drive Wealth Management first reported a position in EDV in Q4 2022 and held it in 9 quarters. The position peaked at $1.14M in Q2 2024. 194 funds tracked by Wall St. Rank hold EDV as of Q1 2025.

Drive Wealth Management reported no remaining Vanguard World Funds Extended Duration ETF position as of Q1 2025 after selling out during the quarter.
Drive Wealth Management sold 3,035 Vanguard World Funds Extended Duration ETF shares in Q1 2025, an estimated $206K.
Drive Wealth Management first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2022 and held it in 9 quarters.
Drive Wealth Management's Vanguard World Funds Extended Duration ETF position peaked at $1.14M in Q2 2024.
194 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2025.

Based on Drive Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.