Ground Swell Capital’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Ground Swell Capital’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 Q2	–	Sell	-13,053	Closed	-$1,000K	–	185
2024 Q1	$1,000K	Buy	+13,053	New	+$993K	0.91%	6
2022 Q1	–	Sell	-3,186	Closed	-$446K	–	81
2021 Q4	$446K	Buy	+3,186	New	+$444K	2.59%	8
2014 Q3	$108K	Buy	984 +19	+2%	+$2.05K	0.2%	82
2014 Q2	$101K	Buy	+965	New	+$99K	0.2%	53

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ground Swell Capital's EDV Position: Q2 2024 in Review

Ground Swell Capital sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q2 2024, closing a stake of 13,053 shares — an estimated $1,000K sold.

Ground Swell Capital first reported a position in EDV in Q2 2014 and held it in 4 quarters. The position peaked at $1,000K in Q1 2024. 172 funds tracked by Wall St. Rank hold EDV as of Q2 2024.

Ground Swell Capital reported no remaining Vanguard World Funds Extended Duration ETF position as of Q2 2024 after selling out during the quarter.
Ground Swell Capital sold 13,053 Vanguard World Funds Extended Duration ETF shares in Q2 2024, an estimated $1,000K.
Ground Swell Capital first reported a position in Vanguard World Funds Extended Duration ETF in Q2 2014 and held it in 4 quarters.
Ground Swell Capital's Vanguard World Funds Extended Duration ETF position peaked at $1,000K in Q1 2024.
172 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2024.

Based on Ground Swell Capital's 13F filing for Q2 2024, filed 7 Aug 2024.