Financial Architects (New Jersey)’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Financial Architects (New Jersey)’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 Q4	–	Sell	-200	Closed	-$28K	–	924
2019 Q3	$28K	Buy	200 +100	+100%	+$13.6K	0.01%	527
2019 Q2	$13K	Sell	100 -200	-67%	-$24.1K	﹤0.01%	819
2019 Q1	$36K	Buy	+300	New	+$34.1K	0.01%	703
2015 Q2	–	Sell	-500	Closed	-$65K	–	1229
2015 Q1	$65K	Buy	+500	New	+$65.1K	0.03%	362

Other funds holding EDV

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

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

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Architects (New Jersey)'s EDV Position: Q4 2019 in Review

Financial Architects (New Jersey) sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q4 2019, closing a stake of 200 shares — an estimated $28K sold.

Financial Architects (New Jersey) first reported a position in EDV in Q1 2015 and held it in 4 quarters. The position peaked at $65K in Q1 2015. 94 funds tracked by Wall St. Rank hold EDV as of Q4 2019.

Financial Architects (New Jersey) reported no remaining Vanguard World Funds Extended Duration ETF position as of Q4 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 200 Vanguard World Funds Extended Duration ETF shares in Q4 2019, an estimated $28K.
Financial Architects (New Jersey) first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2015 and held it in 4 quarters.
Financial Architects (New Jersey)'s Vanguard World Funds Extended Duration ETF position peaked at $65K in Q1 2015.
94 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q4 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2019, filed 14 Feb 2020.