HI
EDV icon

Hudock Inc’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Hudock Inc’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
Q4 		– Sell
-91
Closed -$7K – 292
2022
Q3 		$7K Hold
91
– – ﹤0.01% 558
2022
Q2 		$9K Hold
91
– – ﹤0.01% 533
2022
Q1 		$11K Hold
91
– – ﹤0.01% 526
2021
Q4 		$12K Hold
91
– – ﹤0.01% 511
2021
Q3 		$12K Sell
91
-410
-82% -$57.6K ﹤0.01% 531
2021
Q2 		$67K Buy
501
+1
+0.2% +$130 0.02% 287
2021
Q1 		$62K Sell
500
-1,707
-77% -$233K 0.02% 284
2020
Q4 		$336K Buy
2,207
+200
+10% +$31.8K 0.11% 100
2020
Q3 		$332K Buy
2,007
+116
+6% +$19.6K 0.12% 84
2020
Q2 		$314K Sell
1,891
-1,414
-43% -$236K 0.11% 85
2020
Q1 		$554K Buy
3,305
+343
+12% +$50.7K 0.22% 56
2019
Q4 		$389K Buy
2,962
+68
+2% +$9.26K 0.13% 78
2019
Q3 		$408K Buy
2,894
+272
+10% +$37K 0.14% 68
2019
Q2 		$333K Sell
2,622
-153
-6% -$18.4K 0.12% 78
2019
Q1 		$330K Sell
2,775
-1,703
-38% -$194K 0.12% 85
2018
Q4 		$505K Buy
+4,478
New +$477K 0.21% 60
2018
Q3 		– Sell
-42
Closed -$4K – 679
2018
Q2 		$4K Sell
42
-168
-80% -$18.8K ﹤0.01% 514
2018
Q1 		$24K Sell
210
-3,152
-94% -$357K 0.01% 335
2017
Q4 		$406K Buy
3,362
+3,102
+1,193% +$369K 0.18% 64
2017
Q3 		$30K Buy
+260
New +$30.8K 0.01% 306

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
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BA
Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return

Hudock Inc's EDV Position: Q4 2022 in Review

Hudock Inc sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q4 2022, closing a stake of 91 shares — an estimated $7K sold.

Hudock Inc first reported a position in EDV in Q3 2017 and held it in 20 quarters. The position peaked at $554K in Q1 2020. 111 funds tracked by Wall St. Rank hold EDV as of Q4 2022.

  • Hudock Inc reported no remaining Vanguard World Funds Extended Duration ETF position as of Q4 2022 after selling out during the quarter.
  • Hudock Inc sold 91 Vanguard World Funds Extended Duration ETF shares in Q4 2022, an estimated $7K.
  • Hudock Inc first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2017 and held it in 20 quarters.
  • Hudock Inc's Vanguard World Funds Extended Duration ETF position peaked at $554K in Q1 2020.
  • 111 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q4 2022.

Based on Hudock Inc's 13F filing for Q4 2022, filed 8 Feb 2023.