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Fourpath Capital Management’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Fourpath Capital 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
Q4 		– Sell
-747
Closed -$59.6K – 389
2024
Q3 		$59.6K Buy
+747
New +$58.1K 0.01% 322

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Mirae Asset Global Investments
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Morgan Stanley
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RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Envestnet Asset Management
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

Fourpath Capital Management's EDV Position: Q4 2024 in Review

Fourpath Capital Management sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q4 2024, closing a stake of 747 shares — an estimated $59.6K sold.

Fourpath Capital Management first reported a position in EDV in Q3 2024 and held it in 1 quarter. The position peaked at $59.6K in Q3 2024. 183 funds tracked by Wall St. Rank hold EDV as of Q4 2024.

  • Fourpath Capital Management reported no remaining Vanguard World Funds Extended Duration ETF position as of Q4 2024 after selling out during the quarter.
  • Fourpath Capital Management sold 747 Vanguard World Funds Extended Duration ETF shares in Q4 2024, an estimated $59.6K.
  • Fourpath Capital Management first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2024 and held it in 1 quarter.
  • Fourpath Capital Management's Vanguard World Funds Extended Duration ETF position peaked at $59.6K in Q3 2024.
  • 183 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q4 2024.

Based on Fourpath Capital Management's 13F filing for Q4 2024, filed 24 Jan 2025.