Financial Gravity Asset Management’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Financial Gravity Asset Management’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 Q1	–	Sell	-19	Closed	-$1.5K	–	1232
2023 Q4	$1.5K	Buy	+19	New	+$1.36K	﹤0.01%	752
2021 Q3	$136K	Hold	18	–	–	0.06%	273
2021 Q2	$135K	Buy	+18	New	+$2.33K	0.05%	266
2020 Q4	$3K	Buy	+18	New	+$2.86K	﹤0.01%	262
2019 Q4	$130K	Buy	+1,262	New	+$172K	0.09%	230

Other funds holding EDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Financial Gravity Asset Management's EDV Position: Q1 2024 in Review

Financial Gravity Asset Management sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q1 2024, closing a stake of 19 shares — an estimated $1.5K sold.

Financial Gravity Asset Management first reported a position in EDV in Q4 2019 and held it in 5 quarters. The position peaked at $136K in Q3 2021. 171 funds tracked by Wall St. Rank hold EDV as of Q1 2024.

Financial Gravity Asset Management reported no remaining Vanguard World Funds Extended Duration ETF position as of Q1 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 19 Vanguard World Funds Extended Duration ETF shares in Q1 2024, an estimated $1.5K.
Financial Gravity Asset Management first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2019 and held it in 5 quarters.
Financial Gravity Asset Management's Vanguard World Funds Extended Duration ETF position peaked at $136K in Q3 2021.
171 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.