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Comprehensive Wealth Management »

Vanguard Extended Duration ETF shares owned by Comprehensive Wealth Management

Quarter-by-quarter ownership of Vanguard Extended Duration ETF (EDV) shares owned by Comprehensive Wealth Management from 13F filings

Historical chart of Comprehensive Wealth Management investment in Vanguard Extended Duration ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Extended Duration ETF held by Comprehensive Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Extended Duration ETF by Comprehensive Wealth Management

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$722k	9.4k	76.60
2023-12-31	$670k	8.3k	81.03
2023-09-30	$559k	8.0k	70.03
2023-06-30	$627k	7.2k	87.07
2023-03-31	$586k	6.5k	90.54

More positions owned by Comprehensive Wealth Management

First Tr Exchange-traded No Amer Energy (EMLP)

Spdr Ser Tr Portfli Intrmdit (SPTI)

Vanguard Scottsdale Fds Long Term Treas (VGLT)

Select Sector Spdr Tr Technology (XLK)

Ishares Tr Core Intl Aggr (IAGG)

Microsoft Corporation (MSFT)

Wisdomtree Tr Futre Strat Fd (WTMF)

Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)

Ishares Tr Msci Eafe Smcp (HSCZ)

Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)

Fidelity Merrimack Str Tr Total Bd Etf (FBND)

Select Sector Spdr Tr Sbi Int-utils (XLU)

Vanguard World Extended Dur (EDV)

Ishares Msci Gbl Gold Mn (RING)

Ishares Tr Investment Grade (IGEB)

View all positions for Comprehensive Wealth Management

Top funds holding Vanguard Extended Duration ETF

Bank of America Corporation

RiverFront Investment Group

Beacon Capital Management

Royal Bank of Canada

AE Wealth Management

LPL Financial

Raymond James & Associates

Susquehanna International

Wells Fargo & Company

Harbour Investments

UBS Group

Mirae Asset Global Investments

Hamilton Wealth

Legacy Private Trust

Gladstone Institutional Advisory

View all funds holding Vanguard Extended Duration ETF

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