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

WESPAC 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
Q2 		– Sell
-9,568
Closed -$866K – 126
2023
Q1 		$866K Buy
+9,568
New +$849K 0.82% 47
2019
Q2 		– Sell
-24,124
Closed -$2.88M – 116
2019
Q1 		$2.88M Buy
+24,124
New +$2.74M 1.99% 15

Other funds holding EDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

WESPAC Advisors's EDV Position: Q2 2023 in Review

WESPAC Advisors sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q2 2023, closing a stake of 9,568 shares — an estimated $866K sold.

WESPAC Advisors first reported a position in EDV in Q1 2019 and held it in 2 quarters. The position peaked at $2.88M in Q1 2019. 152 funds tracked by Wall St. Rank hold EDV as of Q2 2023.

  • WESPAC Advisors reported no remaining Vanguard World Funds Extended Duration ETF position as of Q2 2023 after selling out during the quarter.
  • WESPAC Advisors sold 9,568 Vanguard World Funds Extended Duration ETF shares in Q2 2023, an estimated $866K.
  • WESPAC Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2019 and held it in 2 quarters.
  • WESPAC Advisors's Vanguard World Funds Extended Duration ETF position peaked at $2.88M in Q1 2019.
  • 152 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2023.

Based on WESPAC Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.