Heritage Wealth Partners’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Heritage Wealth Partners’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	-3,227	Closed	-$261K	–	60
2024 Q1	$261K	Hold	3,227	–	–	0.53%	31
2023 Q4	$261K	Sell	3,227 -125	-4%	-$8.94K	0.53%	31
2023 Q3	$235K	Sell	3,352 -4,141	-55%	-$325K	0.5%	34
2023 Q2	$652K	Buy	+7,493	New	+$654K	0.38%	44
2023 Q1	–	Sell	-22,841	Closed	-$1.84M	–	37
2022 Q4	$1.84M	Buy	+22,841	New	+$1.92M	1.69%	16

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 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

Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return

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

Heritage Wealth Partners's EDV Position: Q2 2024 in Review

Heritage Wealth Partners sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q2 2024, closing a stake of 3,227 shares — an estimated $261K sold.

Heritage Wealth Partners first reported a position in EDV in Q4 2022 and held it in 5 quarters. The position peaked at $1.84M in Q4 2022. 173 funds tracked by Wall St. Rank hold EDV as of Q2 2024.

Heritage Wealth Partners reported no remaining Vanguard World Funds Extended Duration ETF position as of Q2 2024 after selling out during the quarter.
Heritage Wealth Partners sold 3,227 Vanguard World Funds Extended Duration ETF shares in Q2 2024, an estimated $261K.
Heritage Wealth Partners first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2022 and held it in 5 quarters.
Heritage Wealth Partners's Vanguard World Funds Extended Duration ETF position peaked at $1.84M in Q4 2022.
173 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2024.

Based on Heritage Wealth Partners's 13F filing for Q2 2024, filed 5 Jul 2024.