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

Spire Wealth Management’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	-238	Closed	-$18.2K	–	2255
2024 Q1	$18.2K	Hold	238	–	–	﹤0.01%	1550
2023 Q4	$17.9K	Hold	238	–	–	﹤0.01%	1577
2023 Q3	$16.7K	Sell	238 -60	-20%	-$4.71K	﹤0.01%	1569
2023 Q2	$25.9K	Hold	298	–	–	﹤0.01%	1475
2023 Q1	$27K	Hold	298	–	–	﹤0.01%	1489
2022 Q4	$25K	Hold	298	–	–	﹤0.01%	1271
2022 Q3	$26K	Sell	298 -140	-32%	-$13.6K	﹤0.01%	1220
2022 Q2	$44K	Sell	438 -360	-45%	-$37.4K	﹤0.01%	1342
2022 Q1	$97K	Sell	798 -150	-16%	-$19.2K	﹤0.01%	1172
2021 Q4	$133K	Hold	948	–	–	﹤0.01%	1285
2021 Q3	$128K	Hold	948	–	–	﹤0.01%	1105
2021 Q2	$128K	Hold	948	–	–	﹤0.01%	1099
2021 Q1	$119K	Buy	+948	New	+$129K	﹤0.01%	1315

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Spire Wealth Management's EDV Position: Q2 2024 in Review

Spire Wealth Management sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q2 2024, closing a stake of 238 shares — an estimated $18.2K sold.

Spire Wealth Management first reported a position in EDV in Q1 2021 and held it in 13 quarters. The position peaked at $133K in Q4 2021. 172 funds tracked by Wall St. Rank hold EDV as of Q2 2024.

Spire Wealth Management reported no remaining Vanguard World Funds Extended Duration ETF position as of Q2 2024 after selling out during the quarter.
Spire Wealth Management sold 238 Vanguard World Funds Extended Duration ETF shares in Q2 2024, an estimated $18.2K.
Spire Wealth Management first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2021 and held it in 13 quarters.
Spire Wealth Management's Vanguard World Funds Extended Duration ETF position peaked at $133K in Q4 2021.
172 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.