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

EverSource Wealth 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
2024
Q1 		– Sell
-381
Closed -$30.9K – 2922
2023
Q4 		$30.9K Buy
+381
New +$27.3K ﹤0.01% 1081

Other funds holding EDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

EverSource Wealth Advisors's EDV Position: Q1 2024 in Review

EverSource Wealth Advisors sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q1 2024, closing a stake of 381 shares — an estimated $30.9K sold.

EverSource Wealth Advisors first reported a position in EDV in Q4 2023 and held it in 1 quarter. The position peaked at $30.9K in Q4 2023. 170 funds tracked by Wall St. Rank hold EDV as of Q1 2024.

  • EverSource Wealth Advisors reported no remaining Vanguard World Funds Extended Duration ETF position as of Q1 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 381 Vanguard World Funds Extended Duration ETF shares in Q1 2024, an estimated $30.9K.
  • EverSource Wealth Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2023 and held it in 1 quarter.
  • EverSource Wealth Advisors's Vanguard World Funds Extended Duration ETF position peaked at $30.9K in Q4 2023.
  • 170 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2024.

Based on EverSource Wealth Advisors's 13F filing for Q1 2024, filed 13 May 2024.