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Mark Sheptoff Financial Planning’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Mark Sheptoff Financial Planning’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
2016
Q1 		– Sell
-95
Closed -$11K – 368
2015
Q4 		$11K Hold
95
– – 0.01% 267
2015
Q3 		$11K Hold
95
– – 0.01% 245
2015
Q2 		$10K Buy
+95
New +$11.2K 0.01% 272

Other funds holding EDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
CLA
Cranberry Lake Advisors Houston, Texas $50.6M AUM 5.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PP
Pension Partners New York $72.6M AUM

Mark Sheptoff Financial Planning's EDV Position: Q1 2016 in Review

Mark Sheptoff Financial Planning sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q1 2016, closing a stake of 95 shares — an estimated $11K sold.

Mark Sheptoff Financial Planning first reported a position in EDV in Q2 2015 and held it in 3 quarters. The position peaked at $11K in Q4 2015. 48 funds tracked by Wall St. Rank hold EDV as of Q1 2016.

  • Mark Sheptoff Financial Planning reported no remaining Vanguard World Funds Extended Duration ETF position as of Q1 2016 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 95 Vanguard World Funds Extended Duration ETF shares in Q1 2016, an estimated $11K.
  • Mark Sheptoff Financial Planning first reported a position in Vanguard World Funds Extended Duration ETF in Q2 2015 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's Vanguard World Funds Extended Duration ETF position peaked at $11K in Q4 2015.
  • 48 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2016.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2016, filed 9 May 2016.