Freedom Investment Management’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Freedom Investment 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
2020 Q1	–	Sell	-21,327	Closed	-$2.77M	–	681
2019 Q4	$2.77M	Buy	+21,327	New	+$2.9M	0.24%	85
2019 Q1	–	Sell	-11,467	Closed	-$1.3M	–	712
2018 Q4	$1.3M	Buy	+11,467	New	+$1.22M	0.1%	212

Other funds holding EDV

BCMIO

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

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

QAM

Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Freedom Investment Management's EDV Position: Q1 2020 in Review

Freedom Investment Management sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q1 2020, closing a stake of 21,327 shares — an estimated $2.77M sold.

Freedom Investment Management first reported a position in EDV in Q4 2018 and held it in 2 quarters. The position peaked at $2.77M in Q4 2019. 110 funds tracked by Wall St. Rank hold EDV as of Q1 2020.

Freedom Investment Management reported no remaining Vanguard World Funds Extended Duration ETF position as of Q1 2020 after selling out during the quarter.
Freedom Investment Management sold 21,327 Vanguard World Funds Extended Duration ETF shares in Q1 2020, an estimated $2.77M.
Freedom Investment Management first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2018 and held it in 2 quarters.
Freedom Investment Management's Vanguard World Funds Extended Duration ETF position peaked at $2.77M in Q4 2019.
110 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2020.

Based on Freedom Investment Management's 13F filing for Q1 2020, filed 12 May 2020.