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Realta Investment Advisors’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Realta Investment Advisors’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
-1,485
Closed -$129K – 500
2023
Q3 		$129K Hold
1,485
– – 0.03% 434
2023
Q2 		$129K Buy
+1,485
New +$130K 0.03% 457

Other funds holding EDV

Morgan Stanley
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

Realta Investment Advisors's EDV Position: Q4 2023 in Review

Realta Investment Advisors sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q4 2023, closing a stake of 1,485 shares — an estimated $129K sold.

Realta Investment Advisors first reported a position in EDV in Q2 2023 and held it in 2 quarters. The position peaked at $129K in Q3 2023. 184 funds tracked by Wall St. Rank hold EDV as of Q4 2023.

  • Realta Investment Advisors reported no remaining Vanguard World Funds Extended Duration ETF position as of Q4 2023 after selling out during the quarter.
  • Realta Investment Advisors sold 1,485 Vanguard World Funds Extended Duration ETF shares in Q4 2023, an estimated $129K.
  • Realta Investment Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q2 2023 and held it in 2 quarters.
  • Realta Investment Advisors's Vanguard World Funds Extended Duration ETF position peaked at $129K in Q3 2023.
  • 184 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q4 2023.

Based on Realta Investment Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.