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

Tuttle 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
-10,744
Closed -$1.58M – 145
2019
Q3 		$1.58M Buy
+10,744
New +$1.46M 0.42% 74

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BCMIO
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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

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

Tuttle Capital Management sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q4 2019, closing a stake of 10,744 shares — an estimated $1.58M sold.

Tuttle Capital Management first reported a position in EDV in Q3 2019 and held it in 1 quarter. The position peaked at $1.58M in Q3 2019. 94 funds tracked by Wall St. Rank hold EDV as of Q4 2019.

  • Tuttle Capital Management reported no remaining Vanguard World Funds Extended Duration ETF position as of Q4 2019 after selling out during the quarter.
  • Tuttle Capital Management sold 10,744 Vanguard World Funds Extended Duration ETF shares in Q4 2019, an estimated $1.58M.
  • Tuttle Capital Management first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2019 and held it in 1 quarter.
  • Tuttle Capital Management's Vanguard World Funds Extended Duration ETF position peaked at $1.58M in Q3 2019.
  • 94 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q4 2019.

Based on Tuttle Capital Management's 13F filing for Q4 2019, filed 13 Jan 2020.