Back to IW Integrated Wealth Concepts LLC

EDVEDV
11 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in VANGUARD WORLD FD

Integrated Wealth Concepts LLC previously held 0 shares of EDV (VANGUARD WORLD FD), worth $0 as of 2025-Q4.

Final Value

$0

Final Shares

0

Total Value Change

-$12.3M

Total Shares Change

-101,920

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2025-Q4
Latest
Exited
0
-100.0%
$00.0%$62.53
0
2025-Q3
New
3,765
-
$257,7080.0%$64.28
32
2022-Q2
Exited
0
-100.0%
$00.0%$83.03
0
2022-Q1
New
4,931
-
$600,0000.0%$100.41
34
2020-Q4
Exited
0
-100.0%
$00.0%$123.10
0
2020-Q3
Decreased
14,180
-89.0%
$2.3M0.1%$128.12
0
2020-Q2
Increased
128,595
+28.3%
$21.4M1.5%$127.87
56
2020-Q1
New
100,241
-
$16.8M1.6%$128.48
64
2019-Q4
Exited
0
-100.0%
$00.0%$99.61
0
2019-Q3
Increased
164,719
+61.6%
$23.3M2.6%$106.57
71
2019-Q2
New
101,920
-
$12.3M1.6%$95.22
64

Other major holders of EDV: JANE STREET GROUP, LLC, JPMORGAN CHASE & CO, BANK OF AMERICA CORP /DE/

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used