Level Four Advisory Services’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Level Four Advisory Services’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	-2,775	Closed	-$225K	–	777
2024 Q1	$225K	Buy	+2,775	New	+$211K	0.01%	691
2018 Q2	–	Sell	-33,882	Closed	-$3.88M	–	615
2018 Q1	$3.88M	Buy	33,882 +6,575	+24%	+$745K	0.3%	77
2017 Q4	$3.3M	Sell	27,307 -6,356	-19%	-$757K	0.26%	86
2017 Q3	$3.93M	Buy	+33,663	New	+$3.99M	0.35%	65

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

Level Four Advisory Services's EDV Position: Q2 2024 in Review

Level Four Advisory Services sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q2 2024, closing a stake of 2,775 shares — an estimated $225K sold.

Level Four Advisory Services first reported a position in EDV in Q3 2017 and held it in 4 quarters. The position peaked at $3.93M in Q3 2017. 172 funds tracked by Wall St. Rank hold EDV as of Q2 2024.

Level Four Advisory Services reported no remaining Vanguard World Funds Extended Duration ETF position as of Q2 2024 after selling out during the quarter.
Level Four Advisory Services sold 2,775 Vanguard World Funds Extended Duration ETF shares in Q2 2024, an estimated $225K.
Level Four Advisory Services first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2017 and held it in 4 quarters.
Level Four Advisory Services's Vanguard World Funds Extended Duration ETF position peaked at $3.93M in Q3 2017.
172 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2024.

Based on Level Four Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.