Sound Income Strategies’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Sound Income Strategies’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
2025 Q3	–	Sell	-37	Closed	-$2.51K	–	1738
2025 Q2	$2.51K	Sell	37 -29	-44%	-$1.92K	﹤0.01%	1224
2025 Q1	$4.69K	Buy	66 +37	+128%	+$2.56K	﹤0.01%	1069
2024 Q4	$1.96K	Buy	+29	New	+$2.12K	﹤0.01%	1169
2024 Q2	–	Sell	-60	Closed	-$4.6K	–	1407
2024 Q1	$4.6K	Buy	+60	New	+$4.57K	﹤0.01%	920

Other funds holding EDV

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

HPG

Harvest Portfolios Group Oakville, Ontario, Canada $6.06B AUM 16.63% 1-Year Est. Return

Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

Sound Income Strategies's EDV Position: Q3 2025 in Review

Sound Income Strategies sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q3 2025, closing a stake of 37 shares — an estimated $2.51K sold.

Sound Income Strategies first reported a position in EDV in Q1 2024 and held it in 4 quarters. The position peaked at $4.69K in Q1 2025. 172 funds tracked by Wall St. Rank hold EDV as of Q3 2025.

Sound Income Strategies reported no remaining Vanguard World Funds Extended Duration ETF position as of Q3 2025 after selling out during the quarter.
Sound Income Strategies sold 37 Vanguard World Funds Extended Duration ETF shares in Q3 2025, an estimated $2.51K.
Sound Income Strategies first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2024 and held it in 4 quarters.
Sound Income Strategies's Vanguard World Funds Extended Duration ETF position peaked at $4.69K in Q1 2025.
172 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q3 2025.

Based on Sound Income Strategies's 13F filing for Q3 2025, filed 10 Oct 2025.