22CM
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20/20 Capital Management’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

20/20 Capital Management’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
2020
Q4 		– Sell
-2,133
Closed -$353K – 165
2020
Q3 		$353K Sell
2,133
-315
-13% -$53.2K 0.13% 109
2020
Q2 		$428K Sell
2,448
-856
-26% -$143K 0.17% 93
2020
Q1 		$558K Buy
+3,304
New +$488K 0.25% 74

Other funds holding EDV

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SRA
Summit Rock Advisors New York $16M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

20/20 Capital Management's EDV Position: Q4 2020 in Review

20/20 Capital Management sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q4 2020, closing a stake of 2,133 shares — an estimated $353K sold.

20/20 Capital Management first reported a position in EDV in Q1 2020 and held it in 3 quarters. The position peaked at $558K in Q1 2020. 119 funds tracked by Wall St. Rank hold EDV as of Q4 2020.

  • 20/20 Capital Management reported no remaining Vanguard World Funds Extended Duration ETF position as of Q4 2020 after selling out during the quarter.
  • 20/20 Capital Management sold 2,133 Vanguard World Funds Extended Duration ETF shares in Q4 2020, an estimated $353K.
  • 20/20 Capital Management first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2020 and held it in 3 quarters.
  • 20/20 Capital Management's Vanguard World Funds Extended Duration ETF position peaked at $558K in Q1 2020.
  • 119 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q4 2020.

Based on 20/20 Capital Management's 13F filing for Q4 2020, filed 3 Feb 2021.