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Sturgeon Ventures’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Sturgeon Ventures’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
Q4 		– Sell
-231
Closed -$38K – 46
2020
Q3 		$38K Buy
+231
New +$39K 0.03% 41

Other funds holding EDV

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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SRA
Summit Rock Advisors New York $16M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sturgeon Ventures's EDV Position: Q4 2020 in Review

Sturgeon Ventures sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q4 2020, closing a stake of 231 shares — an estimated $38K sold.

Sturgeon Ventures first reported a position in EDV in Q3 2020 and held it in 1 quarter. The position peaked at $38K in Q3 2020. 119 funds tracked by Wall St. Rank hold EDV as of Q4 2020.

  • Sturgeon Ventures reported no remaining Vanguard World Funds Extended Duration ETF position as of Q4 2020 after selling out during the quarter.
  • Sturgeon Ventures sold 231 Vanguard World Funds Extended Duration ETF shares in Q4 2020, an estimated $38K.
  • Sturgeon Ventures first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2020 and held it in 1 quarter.
  • Sturgeon Ventures's Vanguard World Funds Extended Duration ETF position peaked at $38K in Q3 2020.
  • 119 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q4 2020.

Based on Sturgeon Ventures's 13F filing for Q4 2020, filed 10 Feb 2021.