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

Beaumont Financial 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
2024 Q4	–	Sell	-3,604	Closed	-$287K	–	372
2024 Q3	$287K	Sell	3,604 -818	-18%	-$63.6K	0.02%	282
2024 Q2	$325K	Sell	4,422 -396	-8%	-$28.7K	0.03%	262
2024 Q1	$369K	Buy	4,818 +1,743	+57%	+$133K	0.03%	249
2023 Q4	$249K	Sell	3,075 -2,604	-46%	-$186K	0.02%	291
2023 Q3	$398K	Buy	+5,679	New	+$446K	0.04%	207
2022 Q4	–	Sell	-27,621	Closed	-$2.4M	–	324
2022 Q3	$2.4M	Sell	27,621 -2,785	-9%	-$271K	0.23%	60
2022 Q2	$3.04M	Sell	30,406 -6,722	-18%	-$699K	0.27%	59
2022 Q1	$4.52M	Buy	+37,128	New	+$4.76M	0.34%	62

Other funds holding EDV

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

Beaumont Financial Advisors's EDV Position: Q4 2024 in Review

Beaumont Financial Advisors sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q4 2024, closing a stake of 3,604 shares — an estimated $287K sold.

Beaumont Financial Advisors first reported a position in EDV in Q1 2022 and held it in 8 quarters. The position peaked at $4.52M in Q1 2022. 183 funds tracked by Wall St. Rank hold EDV as of Q4 2024.

Beaumont Financial Advisors reported no remaining Vanguard World Funds Extended Duration ETF position as of Q4 2024 after selling out during the quarter.
Beaumont Financial Advisors sold 3,604 Vanguard World Funds Extended Duration ETF shares in Q4 2024, an estimated $287K.
Beaumont Financial Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2022 and held it in 8 quarters.
Beaumont Financial Advisors's Vanguard World Funds Extended Duration ETF position peaked at $4.52M in Q1 2022.
183 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q4 2024.

Based on Beaumont Financial Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.