V Wealth Advisors’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

V Wealth 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
2020 Q4	–	Sell	-2,237	Closed	-$370K	–	381
2020 Q3	$370K	Sell	2,237 -326	-13%	-$55.1K	0.26%	103
2020 Q2	$426K	Buy	+2,563	New	+$428K	0.11%	206
2019 Q3	–	Sell	-12,867	Closed	-$1.61M	–	303
2019 Q2	$1.61M	Buy	12,867 +172	+1%	+$20.7K	0.61%	43
2019 Q1	$1.47M	Buy	+12,695	New	+$1.44M	0.59%	46

Other funds holding EDV

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SRA

Summit Rock Advisors New York $16M AUM

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

V Wealth Advisors's EDV Position: Q4 2020 in Review

V Wealth Advisors sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q4 2020, closing a stake of 2,237 shares — an estimated $370K sold.

V Wealth Advisors first reported a position in EDV in Q1 2019 and held it in 4 quarters. The position peaked at $1.61M in Q2 2019. 119 funds tracked by Wall St. Rank hold EDV as of Q4 2020.

V Wealth Advisors reported no remaining Vanguard World Funds Extended Duration ETF position as of Q4 2020 after selling out during the quarter.
V Wealth Advisors sold 2,237 Vanguard World Funds Extended Duration ETF shares in Q4 2020, an estimated $370K.
V Wealth Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2019 and held it in 4 quarters.
V Wealth Advisors's Vanguard World Funds Extended Duration ETF position peaked at $1.61M in Q2 2019.
119 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q4 2020.

Based on V Wealth Advisors's 13F filing for Q4 2020, filed 25 Jan 2021.