Intrua Financial’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Intrua Financial’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
2022 Q4	–	Sell	-3,455	Closed	-$300K	–	333
2022 Q3	$300K	Buy	+3,455	New	+$336K	0.08%	225
2021 Q4	–	Sell	-6,353	Closed	-$889K	–	382
2021 Q3	$889K	Buy	6,353 +1,103	+21%	+$155K	0.16%	133
2021 Q2	$724K	Buy	5,250 +3,555	+210%	+$460K	0.17%	126
2021 Q1	$218K	Sell	1,695 -954	-36%	-$130K	0.06%	269
2020 Q4	$404K	Sell	2,649 -1,357	-34%	-$216K	0.18%	119
2020 Q3	$636K	Buy	4,006 +1,510	+60%	+$255K	0.31%	68
2020 Q2	$415K	Buy	+2,496	New	+$417K	0.16%	133

Other funds holding EDV

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

MAM

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return

Intrua Financial's EDV Position: Q4 2022 in Review

Intrua Financial sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q4 2022, closing a stake of 3,455 shares — an estimated $300K sold.

Intrua Financial first reported a position in EDV in Q2 2020 and held it in 7 quarters. The position peaked at $889K in Q3 2021. 111 funds tracked by Wall St. Rank hold EDV as of Q4 2022.

Intrua Financial reported no remaining Vanguard World Funds Extended Duration ETF position as of Q4 2022 after selling out during the quarter.
Intrua Financial sold 3,455 Vanguard World Funds Extended Duration ETF shares in Q4 2022, an estimated $300K.
Intrua Financial first reported a position in Vanguard World Funds Extended Duration ETF in Q2 2020 and held it in 7 quarters.
Intrua Financial's Vanguard World Funds Extended Duration ETF position peaked at $889K in Q3 2021.
111 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q4 2022.

Based on Intrua Financial's 13F filing for Q4 2022, filed 20 Jan 2023.