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Advisornet Financial’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Advisornet Financial’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
-4,873
Closed -$817K – 1705
2020
Q3 		$817K Buy
+4,873
New +$823K 0.07% 245
2019
Q4 		– Sell
-41
Closed -$6K – 1881
2019
Q3 		$6K Buy
+41
New +$5.58K ﹤0.01% 1489

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

Advisornet Financial's EDV Position: Q4 2020 in Review

Advisornet Financial sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q4 2020, closing a stake of 4,873 shares — an estimated $817K sold.

Advisornet Financial first reported a position in EDV in Q3 2019 and held it in 2 quarters. The position peaked at $817K in Q3 2020. 119 funds tracked by Wall St. Rank hold EDV as of Q4 2020.

  • Advisornet Financial reported no remaining Vanguard World Funds Extended Duration ETF position as of Q4 2020 after selling out during the quarter.
  • Advisornet Financial sold 4,873 Vanguard World Funds Extended Duration ETF shares in Q4 2020, an estimated $817K.
  • Advisornet Financial first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2019 and held it in 2 quarters.
  • Advisornet Financial's Vanguard World Funds Extended Duration ETF position peaked at $817K in Q3 2020.
  • 119 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q4 2020.

Based on Advisornet Financial's 13F filing for Q4 2020, filed 4 Feb 2021.