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Leeward Financial Partners’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Leeward Financial Partners’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
Q2 		– Sell
-2,832
Closed -$256K – 83
2023
Q1 		$256K Hold
2,832
– – 0.16% 67
2022
Q4 		$235K Buy
+2,832
New +$239K 0.16% 64

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
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RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return

Leeward Financial Partners's EDV Position: Q2 2023 in Review

Leeward Financial Partners sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q2 2023, closing a stake of 2,832 shares — an estimated $256K sold.

Leeward Financial Partners first reported a position in EDV in Q4 2022 and held it in 2 quarters. The position peaked at $256K in Q1 2023. 152 funds tracked by Wall St. Rank hold EDV as of Q2 2023.

  • Leeward Financial Partners reported no remaining Vanguard World Funds Extended Duration ETF position as of Q2 2023 after selling out during the quarter.
  • Leeward Financial Partners sold 2,832 Vanguard World Funds Extended Duration ETF shares in Q2 2023, an estimated $256K.
  • Leeward Financial Partners first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2022 and held it in 2 quarters.
  • Leeward Financial Partners's Vanguard World Funds Extended Duration ETF position peaked at $256K in Q1 2023.
  • 152 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2023.

Based on Leeward Financial Partners's 13F filing for Q2 2023, filed 8 Aug 2023.