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

Simplicity Wealth’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
Q3 		– Sell
-7,928
Closed -$582K – 692
2024
Q2 		$582K Sell
7,928
-1,705
-18% -$123K 0.01% 697
2024
Q1 		$738K Buy
+9,633
New +$733K 0.02% 610

Other funds holding EDV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Simplicity Wealth's EDV Position: Q3 2024 in Review

Simplicity Wealth sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q3 2024, closing a stake of 7,928 shares — an estimated $582K sold.

Simplicity Wealth first reported a position in EDV in Q1 2024 and held it in 2 quarters. The position peaked at $738K in Q1 2024. 183 funds tracked by Wall St. Rank hold EDV as of Q3 2024.

  • Simplicity Wealth reported no remaining Vanguard World Funds Extended Duration ETF position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 7,928 Vanguard World Funds Extended Duration ETF shares in Q3 2024, an estimated $582K.
  • Simplicity Wealth first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Vanguard World Funds Extended Duration ETF position peaked at $738K in Q1 2024.
  • 183 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.