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

USAdvisors 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
2021 Q1	–	Sell	-11,207	Closed	-$1.71M	–	105
2020 Q4	$1.71M	Buy	11,207 +1,382	+14%	+$220K	0.82%	30
2020 Q3	$1.63K	Sell	9,825 -312	-3%	-$52.7K	0.25%	28
2020 Q2	$1.68M	Buy	10,137 +2,791	+38%	+$467K	0.89%	25
2020 Q1	$1.23M	Buy	+7,346	New	+$1.09M	0.76%	30

Other funds holding EDV

QAM

Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return

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

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

USAdvisors Wealth Management's EDV Position: Q1 2021 in Review

USAdvisors Wealth Management sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q1 2021, closing a stake of 11,207 shares — an estimated $1.71M sold.

USAdvisors Wealth Management first reported a position in EDV in Q1 2020 and held it in 4 quarters. The position peaked at $1.71M in Q4 2020. 106 funds tracked by Wall St. Rank hold EDV as of Q1 2021.

USAdvisors Wealth Management reported no remaining Vanguard World Funds Extended Duration ETF position as of Q1 2021 after selling out during the quarter.
USAdvisors Wealth Management sold 11,207 Vanguard World Funds Extended Duration ETF shares in Q1 2021, an estimated $1.71M.
USAdvisors Wealth Management first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2020 and held it in 4 quarters.
USAdvisors Wealth Management's Vanguard World Funds Extended Duration ETF position peaked at $1.71M in Q4 2020.
106 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2021.

Based on USAdvisors Wealth Management's 13F filing for Q1 2021, filed 11 May 2021.