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Buckingham Strategic Wealth’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Buckingham Strategic Wealth’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
2019
Q3 		– Sell
-6,802
Closed -$864K – 440
2019
Q2 		$864K Sell
6,802
-2,013
-23% -$242K 0.09% 161
2019
Q1 		$1.05M Buy
+8,815
New +$1M 0.13% 130

Other funds holding EDV

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Buckingham Strategic Wealth's EDV Position: Q3 2019 in Review

Buckingham Strategic Wealth sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q3 2019, closing a stake of 6,802 shares — an estimated $864K sold.

Buckingham Strategic Wealth first reported a position in EDV in Q1 2019 and held it in 2 quarters. The position peaked at $1.05M in Q1 2019. 96 funds tracked by Wall St. Rank hold EDV as of Q3 2019.

  • Buckingham Strategic Wealth reported no remaining Vanguard World Funds Extended Duration ETF position as of Q3 2019 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 6,802 Vanguard World Funds Extended Duration ETF shares in Q3 2019, an estimated $864K.
  • Buckingham Strategic Wealth first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2019 and held it in 2 quarters.
  • Buckingham Strategic Wealth's Vanguard World Funds Extended Duration ETF position peaked at $1.05M in Q1 2019.
  • 96 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q3 2019.

Based on Buckingham Strategic Wealth's 13F filing for Q3 2019, filed 12 Nov 2019.