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Running Point Capital Advisors’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Running Point Capital Advisors’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
2021
Q4 		– Sell
-357
Closed -$48K – 130
2021
Q3 		$48K Hold
357
– – 0.02% 132
2021
Q2 		$48K Hold
357
– – 0.02% 118
2021
Q1 		$45K Buy
+357
New +$48.7K 0.02% 103

Other funds holding EDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Running Point Capital Advisors's EDV Position: Q4 2021 in Review

Running Point Capital Advisors sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q4 2021, closing a stake of 357 shares — an estimated $48K sold.

Running Point Capital Advisors first reported a position in EDV in Q1 2021 and held it in 3 quarters. The position peaked at $48K in Q3 2021. 109 funds tracked by Wall St. Rank hold EDV as of Q4 2021.

  • Running Point Capital Advisors reported no remaining Vanguard World Funds Extended Duration ETF position as of Q4 2021 after selling out during the quarter.
  • Running Point Capital Advisors sold 357 Vanguard World Funds Extended Duration ETF shares in Q4 2021, an estimated $48K.
  • Running Point Capital Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2021 and held it in 3 quarters.
  • Running Point Capital Advisors's Vanguard World Funds Extended Duration ETF position peaked at $48K in Q3 2021.
  • 109 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q4 2021.

Based on Running Point Capital Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.