IFG Advisory’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

IFG Advisory’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
2019 Q1	–	Sell	-9,975	Closed	-$997K	–	340
2018 Q4	$997K	Buy	9,975 +118	+1%	+$12.6K	0.24%	102
2018 Q3	$1.21M	Buy	9,857 +120	+1%	+$13.5K	0.23%	105
2018 Q2	$1.15M	Sell	9,737 -544	-5%	-$61K	0.24%	97
2018 Q1	$1.15M	Sell	10,281 -605	-6%	-$68.5K	0.26%	89
2017 Q4	$1.22M	Buy	+10,886	New	+$1.3M	0.27%	81

Other funds holding EDV

BCMIO

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

IFG Advisory's EDV Position: Q1 2019 in Review

IFG Advisory sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q1 2019, closing a stake of 9,975 shares — an estimated $997K sold.

IFG Advisory first reported a position in EDV in Q4 2017 and held it in 5 quarters. The position peaked at $1.22M in Q4 2017. 68 funds tracked by Wall St. Rank hold EDV as of Q1 2019.

IFG Advisory reported no remaining Vanguard World Funds Extended Duration ETF position as of Q1 2019 after selling out during the quarter.
IFG Advisory sold 9,975 Vanguard World Funds Extended Duration ETF shares in Q1 2019, an estimated $997K.
IFG Advisory first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2017 and held it in 5 quarters.
IFG Advisory's Vanguard World Funds Extended Duration ETF position peaked at $1.22M in Q4 2017.
68 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2019.

Based on IFG Advisory's 13F filing for Q1 2019, filed 8 May 2019.