LMKC
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L.M. Kohn & Company’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

L.M. Kohn & Company’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
Q2 		– Sell
-6,116
Closed -$745K – 238
2022
Q1 		$745K Buy
+6,116
New +$783K 0.29% 82

Other funds holding EDV

Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

L.M. Kohn & Company's EDV Position: Q2 2022 in Review

L.M. Kohn & Company sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q2 2022, closing a stake of 6,116 shares — an estimated $745K sold.

L.M. Kohn & Company first reported a position in EDV in Q1 2022 and held it in 1 quarter. The position peaked at $745K in Q1 2022. 108 funds tracked by Wall St. Rank hold EDV as of Q2 2022.

  • L.M. Kohn & Company reported no remaining Vanguard World Funds Extended Duration ETF position as of Q2 2022 after selling out during the quarter.
  • L.M. Kohn & Company sold 6,116 Vanguard World Funds Extended Duration ETF shares in Q2 2022, an estimated $745K.
  • L.M. Kohn & Company first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2022 and held it in 1 quarter.
  • L.M. Kohn & Company's Vanguard World Funds Extended Duration ETF position peaked at $745K in Q1 2022.
  • 108 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2022.

Based on L.M. Kohn & Company's 13F filing for Q2 2022, filed 5 Aug 2022.