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

Carroll Financial Associates’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
-936
Closed -$154K – 1558
2020
Q3 		$154K Buy
+936
New +$158K 0.01% 383

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Carroll Financial Associates's EDV Position: Q4 2020 in Review

Carroll Financial Associates sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q4 2020, closing a stake of 936 shares — an estimated $154K sold.

Carroll Financial Associates first reported a position in EDV in Q3 2020 and held it in 1 quarter. The position peaked at $154K in Q3 2020. 119 funds tracked by Wall St. Rank hold EDV as of Q4 2020.

  • Carroll Financial Associates reported no remaining Vanguard World Funds Extended Duration ETF position as of Q4 2020 after selling out during the quarter.
  • Carroll Financial Associates sold 936 Vanguard World Funds Extended Duration ETF shares in Q4 2020, an estimated $154K.
  • Carroll Financial Associates first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2020 and held it in 1 quarter.
  • Carroll Financial Associates's Vanguard World Funds Extended Duration ETF position peaked at $154K in Q3 2020.
  • 119 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q4 2020.

Based on Carroll Financial Associates's 13F filing for Q4 2020, filed 8 Jan 2021.