Sowell Financial Services’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Sowell Financial Services’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
2022 Q2	–	Sell	-13,138	Closed	-$1.45M	–	297
2022 Q1	$1.45M	Buy	+13,138	New	+$1.68M	0.25%	68
2021 Q2	–	Sell	-69	Closed	–	–	1123
2021 Q1	$0	Sell	69 -2,295	-97%	-$313K	﹤0.01%	3152
2020 Q4	$350K	Sell	2,364 -815	-26%	-$130K	0.02%	636
2020 Q3	$515K	Buy	3,179 +283	+10%	+$47.8K	0.03%	458
2020 Q2	$481K	Buy	2,896 +601	+26%	+$100K	0.03%	467
2020 Q1	$385K	Buy	2,295 +1,878	+450%	+$278K	0.03%	472
2019 Q4	$54K	Buy	417 +127	+44%	+$17.3K	﹤0.01%	1133
2019 Q3	$41K	Buy	+290	New	+$39.5K	﹤0.01%	1055

Other funds holding EDV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Sowell Financial Services's EDV Position: Q2 2022 in Review

Sowell Financial Services sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q2 2022, closing a stake of 13,138 shares — an estimated $1.45M sold.

Sowell Financial Services first reported a position in EDV in Q3 2019 and held it in 8 quarters. The position peaked at $1.45M in Q1 2022. 107 funds tracked by Wall St. Rank hold EDV as of Q2 2022.

Sowell Financial Services reported no remaining Vanguard World Funds Extended Duration ETF position as of Q2 2022 after selling out during the quarter.
Sowell Financial Services sold 13,138 Vanguard World Funds Extended Duration ETF shares in Q2 2022, an estimated $1.45M.
Sowell Financial Services first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2019 and held it in 8 quarters.
Sowell Financial Services's Vanguard World Funds Extended Duration ETF position peaked at $1.45M in Q1 2022.
107 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2022.

Based on Sowell Financial Services's 13F filing for Q2 2022, filed 15 Aug 2022.