Sage Private Wealth Group’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Sage Private Wealth 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
2024 Q4	–	Sell	-2,543	Closed	-$203K	–	89
2024 Q3	$203K	Sell	2,543 -988	-28%	-$76.8K	0.16%	91
2024 Q2	$259K	Sell	3,531 -63,773	-95%	-$4.61M	0.22%	72
2024 Q1	$5.16M	Sell	67,304 -1,199	-2%	-$91.3K	4.13%	7
2023 Q4	$5.55M	Sell	68,503 -3,074	-4%	-$220K	4.95%	7
2023 Q3	$5.01M	Sell	71,577 -1,212	-2%	-$95.2K	6.9%	5
2023 Q2	$6.34M	Sell	72,789 -1,453	-2%	-$127K	8.63%	5
2023 Q1	$6.72M	Buy	74,242 +5,782	+8%	+$513K	7.72%	4
2022 Q4	$5.67M	Buy	68,460 +150	+0.2%	+$12.6K	6.73%	6
2022 Q3	$5.92M	Buy	+68,310	New	+$6.65M	7.82%	4

Other funds holding EDV

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

Sage Private Wealth Group's EDV Position: Q4 2024 in Review

Sage Private Wealth Group sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q4 2024, closing a stake of 2,543 shares — an estimated $203K sold.

Sage Private Wealth Group first reported a position in EDV in Q3 2022 and held it in 9 quarters. The position peaked at $6.72M in Q1 2023. 183 funds tracked by Wall St. Rank hold EDV as of Q4 2024.

Sage Private Wealth Group reported no remaining Vanguard World Funds Extended Duration ETF position as of Q4 2024 after selling out during the quarter.
Sage Private Wealth Group sold 2,543 Vanguard World Funds Extended Duration ETF shares in Q4 2024, an estimated $203K.
Sage Private Wealth Group first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2022 and held it in 9 quarters.
Sage Private Wealth Group's Vanguard World Funds Extended Duration ETF position peaked at $6.72M in Q1 2023.
183 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q4 2024.

Based on Sage Private Wealth Group's 13F filing for Q4 2024, filed 29 Jan 2025.