Karp Capital Management’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Karp Capital 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 Q3	–	Sell	-53,392	Closed	-$7.23M	–	171
2021 Q2	$7.23M	Buy	53,392 +2,842	+6%	+$368K	1.07%	32
2021 Q1	$6.34M	Buy	+50,550	New	+$6.9M	1.15%	33
2016 Q4	–	Sell	-28,030	Closed	-$3.83M	–	78
2016 Q3	$3.83M	Buy	28,030 +924	+3%	+$128K	2.45%	10
2016 Q2	$3.74M	Buy	27,106 +3,498	+15%	+$451K	2.49%	9
2016 Q1	$2.99M	Sell	23,608 -3,297	-12%	-$409K	2.06%	13
2015 Q4	$3.05M	Buy	26,905 +3,103	+13%	+$362K	1.77%	20
2015 Q3	$2.82M	Buy	23,802 +318	+1%	+$36.9K	1.93%	16
2015 Q2	$2.58M	Buy	23,484 +4,012	+21%	+$474K	1.74%	18
2015 Q1	$2.53M	Buy	19,472 +2,102	+12%	+$274K	1.71%	19
2014 Q4	$2.15M	Buy	+17,370	New	+$2.04M	1.57%	18

Other funds holding EDV

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

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

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

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

MAM

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

FHA

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

Karp Capital Management's EDV Position: Q3 2021 in Review

Karp Capital Management sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q3 2021, closing a stake of 53,392 shares — an estimated $7.23M sold.

Karp Capital Management first reported a position in EDV in Q4 2014 and held it in 10 quarters. The position peaked at $7.23M in Q2 2021. 100 funds tracked by Wall St. Rank hold EDV as of Q3 2021.

Karp Capital Management reported no remaining Vanguard World Funds Extended Duration ETF position as of Q3 2021 after selling out during the quarter.
Karp Capital Management sold 53,392 Vanguard World Funds Extended Duration ETF shares in Q3 2021, an estimated $7.23M.
Karp Capital Management first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2014 and held it in 10 quarters.
Karp Capital Management's Vanguard World Funds Extended Duration ETF position peaked at $7.23M in Q2 2021.
100 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q3 2021.

Based on Karp Capital Management's 13F filing for Q3 2021, filed 26 Oct 2021.