SWM
EDV icon

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

Silverlake 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
2022
Q4 		– Sell
-2,685
Closed -$233K – 215
2022
Q3 		$233K Sell
2,685
-85
-3% -$8.27K 0.16% 160
2022
Q2 		$277K Buy
+2,770
New +$288K 0.18% 142

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

Silverlake Wealth Management's EDV Position: Q4 2022 in Review

Silverlake Wealth Management sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q4 2022, closing a stake of 2,685 shares — an estimated $233K sold.

Silverlake Wealth Management first reported a position in EDV in Q2 2022 and held it in 2 quarters. The position peaked at $277K in Q2 2022. 111 funds tracked by Wall St. Rank hold EDV as of Q4 2022.

  • Silverlake Wealth Management reported no remaining Vanguard World Funds Extended Duration ETF position as of Q4 2022 after selling out during the quarter.
  • Silverlake Wealth Management sold 2,685 Vanguard World Funds Extended Duration ETF shares in Q4 2022, an estimated $233K.
  • Silverlake Wealth Management first reported a position in Vanguard World Funds Extended Duration ETF in Q2 2022 and held it in 2 quarters.
  • Silverlake Wealth Management's Vanguard World Funds Extended Duration ETF position peaked at $277K in Q2 2022.
  • 111 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q4 2022.

Based on Silverlake Wealth Management's 13F filing for Q4 2022, filed 16 Feb 2023.