KWM
EDV icon

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

Kingsview 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
2023
Q4 		– Sell
-5,035
Closed -$353K – 960
2023
Q3 		$353K Sell
5,035
-433
-8% -$34K 0.01% 709
2023
Q2 		$476K Buy
+5,468
New +$477K 0.02% 603

Other funds holding EDV

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Kingsview Wealth Management's EDV Position: Q4 2023 in Review

Kingsview Wealth Management sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q4 2023, closing a stake of 5,035 shares — an estimated $353K sold.

Kingsview Wealth Management first reported a position in EDV in Q2 2023 and held it in 2 quarters. The position peaked at $476K in Q2 2023. 184 funds tracked by Wall St. Rank hold EDV as of Q4 2023.

  • Kingsview Wealth Management reported no remaining Vanguard World Funds Extended Duration ETF position as of Q4 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 5,035 Vanguard World Funds Extended Duration ETF shares in Q4 2023, an estimated $353K.
  • Kingsview Wealth Management first reported a position in Vanguard World Funds Extended Duration ETF in Q2 2023 and held it in 2 quarters.
  • Kingsview Wealth Management's Vanguard World Funds Extended Duration ETF position peaked at $476K in Q2 2023.
  • 184 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q4 2023.

Based on Kingsview Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.