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Significant Wealth Partners’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Significant Wealth Partners’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
Q2 		– Sell
-4,360
Closed -$334K – 94
2024
Q1 		$334K Buy
+4,360
New +$332K 0.22% 118

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HFS
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Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
BCMIO
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Significant Wealth Partners's EDV Position: Q2 2024 in Review

Significant Wealth Partners sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q2 2024, closing a stake of 4,360 shares — an estimated $334K sold.

Significant Wealth Partners first reported a position in EDV in Q1 2024 and held it in 1 quarter. The position peaked at $334K in Q1 2024. 173 funds tracked by Wall St. Rank hold EDV as of Q2 2024.

  • Significant Wealth Partners reported no remaining Vanguard World Funds Extended Duration ETF position as of Q2 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 4,360 Vanguard World Funds Extended Duration ETF shares in Q2 2024, an estimated $334K.
  • Significant Wealth Partners first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2024 and held it in 1 quarter.
  • Significant Wealth Partners's Vanguard World Funds Extended Duration ETF position peaked at $334K in Q1 2024.
  • 173 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2024.

Based on Significant Wealth Partners's 13F filing for Q2 2024, filed 26 Jul 2024.