Harbor Investment Advisory’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Harbor Investment Advisory’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
2024 Q4	–	Sell	-240	Closed	-$19.1K	–	1152
2024 Q3	$19.1K	Hold	240	–	–	﹤0.01%	752
2024 Q2	$17.6K	Sell	240 -200	-45%	-$14.5K	﹤0.01%	760
2024 Q1	$33.7K	Hold	440	–	–	﹤0.01%	655
2023 Q4	$35.7K	Buy	440 +179	+69%	+$12.8K	﹤0.01%	620
2023 Q3	$18.3K	Buy	261 +152	+139%	+$11.9K	﹤0.01%	708
2023 Q2	$9.49K	Buy	109 +104	+2,080%	+$9.07K	﹤0.01%	1035
2023 Q1	$453	Buy	+5	New	+$444	﹤0.01%	1285

Other funds holding EDV

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

Harbor Investment Advisory's EDV Position: Q4 2024 in Review

Harbor Investment Advisory sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q4 2024, closing a stake of 240 shares — an estimated $19.1K sold.

Harbor Investment Advisory first reported a position in EDV in Q1 2023 and held it in 7 quarters. The position peaked at $35.7K in Q4 2023. 183 funds tracked by Wall St. Rank hold EDV as of Q4 2024.

Harbor Investment Advisory reported no remaining Vanguard World Funds Extended Duration ETF position as of Q4 2024 after selling out during the quarter.
Harbor Investment Advisory sold 240 Vanguard World Funds Extended Duration ETF shares in Q4 2024, an estimated $19.1K.
Harbor Investment Advisory first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2023 and held it in 7 quarters.
Harbor Investment Advisory's Vanguard World Funds Extended Duration ETF position peaked at $35.7K in Q4 2023.
183 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q4 2024.

Based on Harbor Investment Advisory's 13F filing for Q4 2024, filed 16 Jan 2025.