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TD Capital Management’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

TD Capital 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
2019
Q4 		– Sell
-72
Closed -$10K – 261
2019
Q3 		$10K Hold
72
– – ﹤0.01% 177
2019
Q2 		$9K Buy
+72
New +$8.66K ﹤0.01% 173

Other funds holding EDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TD Capital Management's EDV Position: Q4 2019 in Review

TD Capital Management sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q4 2019, closing a stake of 72 shares — an estimated $10K sold.

TD Capital Management first reported a position in EDV in Q2 2019 and held it in 2 quarters. The position peaked at $10K in Q3 2019. 94 funds tracked by Wall St. Rank hold EDV as of Q4 2019.

  • TD Capital Management reported no remaining Vanguard World Funds Extended Duration ETF position as of Q4 2019 after selling out during the quarter.
  • TD Capital Management sold 72 Vanguard World Funds Extended Duration ETF shares in Q4 2019, an estimated $10K.
  • TD Capital Management first reported a position in Vanguard World Funds Extended Duration ETF in Q2 2019 and held it in 2 quarters.
  • TD Capital Management's Vanguard World Funds Extended Duration ETF position peaked at $10K in Q3 2019.
  • 94 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q4 2019.

Based on TD Capital Management's 13F filing for Q4 2019, filed 5 Feb 2020.