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Prospera Financial Services’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Prospera Financial Services’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
-9
Closed -$1K – 1877
2022
Q1 		$1K Buy
+9
New +$1.15K ﹤0.01% 2596
2015
Q1 		– Sell
-3,049
Closed -$378K – 328
2014
Q4 		$378K Buy
+3,049
New +$357K 0.09% 176

Other funds holding EDV

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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

Prospera Financial Services's EDV Position: Q2 2022 in Review

Prospera Financial Services sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q2 2022, closing a stake of 9 shares — an estimated $1K sold.

Prospera Financial Services first reported a position in EDV in Q4 2014 and held it in 2 quarters. The position peaked at $378K in Q4 2014. 108 funds tracked by Wall St. Rank hold EDV as of Q2 2022.

  • Prospera Financial Services reported no remaining Vanguard World Funds Extended Duration ETF position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 9 Vanguard World Funds Extended Duration ETF shares in Q2 2022, an estimated $1K.
  • Prospera Financial Services first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2014 and held it in 2 quarters.
  • Prospera Financial Services's Vanguard World Funds Extended Duration ETF position peaked at $378K in Q4 2014.
  • 108 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.