Sigma Planning Corp’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Sigma Planning Corp’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
2023 Q3	–	Sell	-6,913	Closed	-$602K	–	1231
2023 Q2	$602K	Buy	+6,913	New	+$603K	0.02%	654
2022 Q4	–	Sell	-2,769	Closed	-$240K	–	1290
2022 Q3	$240K	Buy	+2,769	New	+$269K	0.01%	1038
2022 Q2	–	Sell	-14,271	Closed	-$1.74M	–	1329
2022 Q1	$1.74M	Buy	+14,271	New	+$1.83M	0.05%	353
2021 Q1	–	Sell	-4,147	Closed	-$632K	–	1353
2020 Q4	$632K	Sell	4,147 -5,827	-58%	-$926K	0.02%	603
2020 Q3	$1.65M	Sell	9,974 -4,319	-30%	-$729K	0.07%	280
2020 Q2	$2.37M	Buy	14,293 +8,442	+144%	+$1.41M	0.1%	202
2020 Q1	$981K	Buy	+5,851	New	+$865K	0.06%	323

Other funds holding EDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

HFS

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sigma Planning Corp's EDV Position: Q3 2023 in Review

Sigma Planning Corp sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q3 2023, closing a stake of 6,913 shares — an estimated $602K sold.

Sigma Planning Corp first reported a position in EDV in Q1 2020 and held it in 7 quarters. The position peaked at $2.37M in Q2 2020. 143 funds tracked by Wall St. Rank hold EDV as of Q3 2023.

Sigma Planning Corp reported no remaining Vanguard World Funds Extended Duration ETF position as of Q3 2023 after selling out during the quarter.
Sigma Planning Corp sold 6,913 Vanguard World Funds Extended Duration ETF shares in Q3 2023, an estimated $602K.
Sigma Planning Corp first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2020 and held it in 7 quarters.
Sigma Planning Corp's Vanguard World Funds Extended Duration ETF position peaked at $2.37M in Q2 2020.
143 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q3 2023.

Based on Sigma Planning Corp's 13F filing for Q3 2023, filed 6 Nov 2023.