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	-38	Closed	-$2.68K	–	1990
2023 Q4	$2.68K	Buy	38 +19	+100%	+$1.36K	﹤0.01%	945
2023 Q3	$1.19K	Buy	+19	New	+$1.49K	﹤0.01%	746
2023 Q2	–	Sell	-91	Closed	-$1.67K	–	1669
2023 Q1	$1.67K	Buy	+91	New	+$8.08K	0.05%	317
2022 Q4	–	Sell	-261	Closed	-$1.6K	–	1440
2022 Q3	$1.6K	Sell	261 -39	-13%	-$3.79K	0.05%	318
2022 Q2	$1.85K	Sell	300 -66	-18%	-$6.86K	0.06%	292
2022 Q1	$2.25K	Sell	366 -54	-13%	-$6.92K	0.06%	278
2021 Q4	$2.59K	Buy	420 +402	+2,233%	+$56.1K	0.06%	309
2021 Q3	$136K	Hold	18	–	–	0.06%	273
2021 Q2	$135K	Hold	18	–	–	0.05%	266
2021 Q1	$2.32K	Hold	18	–	–	0.05%	229
2020 Q4	$3K	Buy	+18	New	+$2.86K	﹤0.01%	262
2020 Q2	–	Sell	-20	Closed	-$3.33K	–	246
2020 Q1	$3.33K	Sell	20 -1,242	-98%	-$184K	0.01%	364
2019 Q4	$130K	Buy	+1,262	New	+$172K	0.09%	230

Other funds holding EDV

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BCMIO

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 38 shares — an estimated $2.68K sold.

Financial Gravity Asset Management first reported a position in EDV in Q4 2019 and held it in 13 quarters. The position peaked at $136K in Q3 2021. 170 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 38 Vanguard World Funds Extended Duration ETF shares in Q1 2024, an estimated $2.68K.
Financial Gravity Asset Management first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2019 and held it in 13 quarters.
Financial Gravity Asset Management's Vanguard World Funds Extended Duration ETF position peaked at $136K in Q3 2021.
170 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.