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

Fingerlakes 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
2022
Q2 		– Sell
-3,006
Closed -$366K – 93
2022
Q1 		$366K Buy
3,006
+261
+10% +$33.4K 0.43% 64
2021
Q4 		$406K Buy
+2,745
New +$383K 0.46% 61

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
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

Fingerlakes Wealth Management's EDV Position: Q2 2022 in Review

Fingerlakes Wealth Management sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q2 2022, closing a stake of 3,006 shares — an estimated $366K sold.

Fingerlakes Wealth Management first reported a position in EDV in Q4 2021 and held it in 2 quarters. The position peaked at $406K in Q4 2021. 108 funds tracked by Wall St. Rank hold EDV as of Q2 2022.

  • Fingerlakes Wealth Management reported no remaining Vanguard World Funds Extended Duration ETF position as of Q2 2022 after selling out during the quarter.
  • Fingerlakes Wealth Management sold 3,006 Vanguard World Funds Extended Duration ETF shares in Q2 2022, an estimated $366K.
  • Fingerlakes Wealth Management first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2021 and held it in 2 quarters.
  • Fingerlakes Wealth Management's Vanguard World Funds Extended Duration ETF position peaked at $406K in Q4 2021.
  • 108 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2022.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2022, filed 5 Aug 2022.