FAIM
EDV icon

Financial Advocates Investment Management’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Financial Advocates 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
2023
Q3 		– Sell
-43,905
Closed -$3.82M – 706
2023
Q2 		$3.82M Sell
43,905
-1,090
-2% -$95.1K 0.27% 90
2023
Q1 		$4.07M Buy
44,995
+12,973
+41% +$1.15M 0.29% 84
2022
Q4 		$2.65M Sell
32,022
-17,270
-35% -$1.46M 0.2% 129
2022
Q3 		$4.27M Buy
+49,292
New +$4.8M 0.35% 75
2021
Q2 		– Sell
-3,177
Closed -$368K – 761
2021
Q1 		$368K Sell
3,177
-17,855
-85% -$2.44M 0.03% 550
2020
Q4 		$3.2M Buy
21,032
+9,285
+79% +$1.48M 0.22% 99
2020
Q3 		$1.95M Sell
11,747
-57,763
-83% -$9.76M 0.17% 131
2020
Q2 		$11.5M Sell
69,510
-8,976
-11% -$1.5M 1.09% 13
2020
Q1 		$13.2M Buy
78,486
+38,924
+98% +$5.75M 1.88% 6
2019
Q4 		$5.14M Buy
39,562
+3,041
+8% +$414K 0.55% 38
2019
Q3 		$5.16M Buy
36,521
+31,400
+613% +$4.27M 0.59% 35
2019
Q2 		$650K Buy
+5,121
New +$616K 0.08% 237

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 $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Financial Advocates Investment Management's EDV Position: Q3 2023 in Review

Financial Advocates Investment Management sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q3 2023, closing a stake of 43,905 shares — an estimated $3.82M sold.

Financial Advocates Investment Management first reported a position in EDV in Q2 2019 and held it in 12 quarters. The position peaked at $13.2M in Q1 2020. 143 funds tracked by Wall St. Rank hold EDV as of Q3 2023.

  • Financial Advocates Investment Management reported no remaining Vanguard World Funds Extended Duration ETF position as of Q3 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 43,905 Vanguard World Funds Extended Duration ETF shares in Q3 2023, an estimated $3.82M.
  • Financial Advocates Investment Management first reported a position in Vanguard World Funds Extended Duration ETF in Q2 2019 and held it in 12 quarters.
  • Financial Advocates Investment Management's Vanguard World Funds Extended Duration ETF position peaked at $13.2M in Q1 2020.
  • 143 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q3 2023.

Based on Financial Advocates Investment Management's 13F filing for Q3 2023, filed 27 Oct 2023.