Patriot Financial Group Insurance Agency’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Patriot Financial Group Insurance Agency’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 Q1	–	Sell	-360	Closed	-$50K	–	2093
2021 Q4	$50K	Hold	360	–	–	0.01%	859
2021 Q3	$49K	Sell	360 -170	-32%	-$23.9K	0.01%	872
2021 Q2	$72K	Buy	530 +120	+29%	+$15.5K	0.01%	719
2021 Q1	$51K	Hold	410	–	–	0.01%	766
2020 Q4	$62K	Buy	+410	New	+$65.2K	0.02%	624

Other funds holding EDV

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

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

QAM

Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Patriot Financial Group Insurance Agency's EDV Position: Q1 2022 in Review

Patriot Financial Group Insurance Agency sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q1 2022, closing a stake of 360 shares — an estimated $50K sold.

Patriot Financial Group Insurance Agency first reported a position in EDV in Q4 2020 and held it in 5 quarters. The position peaked at $72K in Q2 2021. 125 funds tracked by Wall St. Rank hold EDV as of Q1 2022.

Patriot Financial Group Insurance Agency reported no remaining Vanguard World Funds Extended Duration ETF position as of Q1 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 360 Vanguard World Funds Extended Duration ETF shares in Q1 2022, an estimated $50K.
Patriot Financial Group Insurance Agency first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2020 and held it in 5 quarters.
Patriot Financial Group Insurance Agency's Vanguard World Funds Extended Duration ETF position peaked at $72K in Q2 2021.
125 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2022, filed 11 May 2022.