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Smith Shellnut Wilson’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Smith Shellnut Wilson’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
2020
Q3 		– Sell
-26
Closed -$4K – 138
2020
Q2 		$4K Buy
+26
New +$4.35K ﹤0.01% 126

Other funds holding EDV

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

Smith Shellnut Wilson's EDV Position: Q3 2020 in Review

Smith Shellnut Wilson sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q3 2020, closing a stake of 26 shares — an estimated $4K sold.

Smith Shellnut Wilson first reported a position in EDV in Q2 2020 and held it in 1 quarter. The position peaked at $4K in Q2 2020. 125 funds tracked by Wall St. Rank hold EDV as of Q3 2020.

  • Smith Shellnut Wilson reported no remaining Vanguard World Funds Extended Duration ETF position as of Q3 2020 after selling out during the quarter.
  • Smith Shellnut Wilson sold 26 Vanguard World Funds Extended Duration ETF shares in Q3 2020, an estimated $4K.
  • Smith Shellnut Wilson first reported a position in Vanguard World Funds Extended Duration ETF in Q2 2020 and held it in 1 quarter.
  • Smith Shellnut Wilson's Vanguard World Funds Extended Duration ETF position peaked at $4K in Q2 2020.
  • 125 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q3 2020.

Based on Smith Shellnut Wilson's 13F filing for Q3 2020, filed 12 Nov 2020.