Wealthcare Advisory Partners’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-107	Closed	-$13K	–	891
2021 Q1	$13K	Sell	107 -1,785	-94%	-$244K	﹤0.01%	1361
2020 Q4	$288K	Buy	1,892 +384	+25%	+$61K	0.03%	329
2020 Q3	$250K	Buy	+1,508	New	+$255K	0.03%	295
2020 Q2	–	Sell	-958	Closed	-$161K	–	589
2020 Q1	$161K	Sell	958 -336	-26%	-$49.6K	0.02%	300
2019 Q4	$168K	Sell	1,294 -1	-0.1%	-$136	0.02%	322
2019 Q3	$183K	Buy	1,295 +12	+0.9%	+$1.63K	0.03%	289
2019 Q2	$163K	Buy	1,283 +624	+95%	+$75.1K	0.03%	297
2019 Q1	$79K	Buy	+659	New	+$74.9K	0.01%	384

Other funds holding EDV

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

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

MAM

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

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

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

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

Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return

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

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

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

Wealthcare Advisory Partners's EDV Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q2 2021, closing a stake of 107 shares — an estimated $13K sold.

Wealthcare Advisory Partners first reported a position in EDV in Q1 2019 and held it in 8 quarters. The position peaked at $288K in Q4 2020. 91 funds tracked by Wall St. Rank hold EDV as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Vanguard World Funds Extended Duration ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 107 Vanguard World Funds Extended Duration ETF shares in Q2 2021, an estimated $13K.
Wealthcare Advisory Partners first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2019 and held it in 8 quarters.
Wealthcare Advisory Partners's Vanguard World Funds Extended Duration ETF position peaked at $288K in Q4 2020.
91 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.