Transamerica Financial Advisors’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Transamerica Financial Advisors’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
2018 Q4	–	Sell	-1	Closed	-$1K	–	519
2018 Q3	$1K	Hold	1	–	–	﹤0.01%	404
2018 Q2	$1K	Hold	1	–	–	﹤0.01%	363
2018 Q1	$1K	Hold	1	–	–	﹤0.01%	352
2017 Q4	$1K	Hold	1	–	–	﹤0.01%	340
2017 Q3	$1K	Hold	1	–	–	﹤0.01%	336
2017 Q2	$1K	Hold	1	–	–	﹤0.01%	306
2017 Q1	$1K	Hold	1	–	–	﹤0.01%	304
2016 Q4	$1K	Sell	1 -828	-100%	-$99.1K	﹤0.01%	337
2016 Q3	$114K	Buy	829 +515	+164%	+$71.5K	0.01%	225
2016 Q2	$44K	Buy	+314	New	+$40.5K	﹤0.01%	225

Other funds holding EDV

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

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

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

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Transamerica Financial Advisors's EDV Position: Q4 2018 in Review

Transamerica Financial Advisors sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q4 2018, closing a stake of 1 share — an estimated $1K sold.

Transamerica Financial Advisors first reported a position in EDV in Q2 2016 and held it in 10 quarters. The position peaked at $114K in Q3 2016. 51 funds tracked by Wall St. Rank hold EDV as of Q4 2018.

Transamerica Financial Advisors reported no remaining Vanguard World Funds Extended Duration ETF position as of Q4 2018 after selling out during the quarter.
Transamerica Financial Advisors sold 1 Vanguard World Funds Extended Duration ETF share in Q4 2018, an estimated $1K.
Transamerica Financial Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q2 2016 and held it in 10 quarters.
Transamerica Financial Advisors's Vanguard World Funds Extended Duration ETF position peaked at $114K in Q3 2016.
51 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q4 2018.

Based on Transamerica Financial Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.