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

Doliver 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
2019
Q1 		– Sell
-2,259
Closed -$256K – 148
2018
Q4 		$256K Buy
+2,259
New +$241K 0.13% 98

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Doliver Advisors's EDV Position: Q1 2019 in Review

Doliver Advisors sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q1 2019, closing a stake of 2,259 shares — an estimated $256K sold.

Doliver Advisors first reported a position in EDV in Q4 2018 and held it in 1 quarter. The position peaked at $256K in Q4 2018. 68 funds tracked by Wall St. Rank hold EDV as of Q1 2019.

  • Doliver Advisors reported no remaining Vanguard World Funds Extended Duration ETF position as of Q1 2019 after selling out during the quarter.
  • Doliver Advisors sold 2,259 Vanguard World Funds Extended Duration ETF shares in Q1 2019, an estimated $256K.
  • Doliver Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2018 and held it in 1 quarter.
  • Doliver Advisors's Vanguard World Funds Extended Duration ETF position peaked at $256K in Q4 2018.
  • 68 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2019.

Based on Doliver Advisors's 13F filing for Q1 2019, filed 13 May 2019.