Wagner Wealth Management (South Carolina)’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Wagner Wealth Management (South Carolina)’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	-525	Closed	-$46K	–	373
2022 Q3	$46K	Hold	525	–	–	0.03%	215
2022 Q2	$53K	Buy	+525	New	+$54.6K	0.04%	195
2022 Q1	–	Sell	-1,052	Closed	-$147K	–	339
2021 Q4	$147K	Buy	+1,052	New	+$147K	0.11%	145

Other funds holding EDV

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 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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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 New York $777B AUM 61.18% 1-Year Est. Return

Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s EDV Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q4 2022, closing a stake of 525 shares — an estimated $46K sold.

Wagner Wealth Management (South Carolina) first reported a position in EDV in Q4 2021 and held it in 3 quarters. The position peaked at $147K in Q4 2021. 111 funds tracked by Wall St. Rank hold EDV as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Vanguard World Funds Extended Duration ETF position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 525 Vanguard World Funds Extended Duration ETF shares in Q4 2022, an estimated $46K.
Wagner Wealth Management (South Carolina) first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2021 and held it in 3 quarters.
Wagner Wealth Management (South Carolina)'s Vanguard World Funds Extended Duration ETF position peaked at $147K in Q4 2021.
111 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.