Safeguard Investment Advisory Group’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Safeguard Investment Advisory Group’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 Q3	–	Sell	-2,076	Closed	-$252K	–	99
2022 Q2	$252K	Hold	2,076	–	–	0.16%	78
2022 Q1	$252K	Sell	2,076 -14	-0.7%	-$1.79K	0.17%	70
2021 Q4	$292K	Sell	2,090 -61	-3%	-$8.51K	0.17%	73
2021 Q3	$291K	Sell	2,151 -78	-3%	-$11K	0.19%	70
2021 Q2	$301K	Sell	2,229 -408	-15%	-$52.8K	0.21%	67
2021 Q1	$330K	Sell	2,637 -955	-27%	-$130K	0.29%	58
2020 Q4	$547K	Buy	+3,592	New	+$571K	0.48%	33

Other funds holding EDV

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Safeguard Investment Advisory Group's EDV Position: Q3 2022 in Review

Safeguard Investment Advisory Group sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q3 2022, closing a stake of 2,076 shares — an estimated $252K sold.

Safeguard Investment Advisory Group first reported a position in EDV in Q4 2020 and held it in 7 quarters. The position peaked at $547K in Q4 2020. 107 funds tracked by Wall St. Rank hold EDV as of Q3 2022.

Safeguard Investment Advisory Group reported no remaining Vanguard World Funds Extended Duration ETF position as of Q3 2022 after selling out during the quarter.
Safeguard Investment Advisory Group sold 2,076 Vanguard World Funds Extended Duration ETF shares in Q3 2022, an estimated $252K.
Safeguard Investment Advisory Group first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2020 and held it in 7 quarters.
Safeguard Investment Advisory Group's Vanguard World Funds Extended Duration ETF position peaked at $547K in Q4 2020.
107 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q3 2022.

Based on Safeguard Investment Advisory Group's 13F filing for Q3 2022, filed 26 Oct 2022.