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U.S. Capital Wealth Advisors’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

U.S. Capital Wealth 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
Q1 		– Sell
-200
Closed -$16.6K – 886
2022
Q4 		$16.6K Buy
+200
New +$16.9K ﹤0.01% 1149

Other funds holding EDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DI
DFPG Investments Sandy, Utah $1.28B AUM 27.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

U.S. Capital Wealth Advisors's EDV Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q1 2023, closing a stake of 200 shares — an estimated $16.6K sold.

U.S. Capital Wealth Advisors first reported a position in EDV in Q4 2022 and held it in 1 quarter. The position peaked at $16.6K in Q4 2022. 126 funds tracked by Wall St. Rank hold EDV as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Vanguard World Funds Extended Duration ETF position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 200 Vanguard World Funds Extended Duration ETF shares in Q1 2023, an estimated $16.6K.
  • U.S. Capital Wealth Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Vanguard World Funds Extended Duration ETF position peaked at $16.6K in Q4 2022.
  • 126 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.