Samalin Investment Counsel’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Samalin Investment Counsel’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	-5,693	Closed	-$454K	–	309
2024 Q3	$454K	Sell	5,693 -474	-8%	-$36.9K	0.2%	173
2024 Q2	$453K	Sell	6,167 -12,788	-67%	-$925K	0.21%	157
2024 Q1	$1.45M	Buy	18,955 +528	+3%	+$40.2K	0.69%	29
2023 Q4	$1.49M	Buy	+18,427	New	+$1.32M	0.75%	30
2021 Q1	–	Sell	-2,392	Closed	-$364K	–	236
2020 Q4	$364K	Buy	+2,392	New	+$380K	0.27%	124

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

Samalin Investment Counsel's EDV Position: Q4 2024 in Review

Samalin Investment Counsel sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q4 2024, closing a stake of 5,693 shares — an estimated $454K sold.

Samalin Investment Counsel first reported a position in EDV in Q4 2020 and held it in 5 quarters. The position peaked at $1.49M in Q4 2023. 183 funds tracked by Wall St. Rank hold EDV as of Q4 2024.

Samalin Investment Counsel reported no remaining Vanguard World Funds Extended Duration ETF position as of Q4 2024 after selling out during the quarter.
Samalin Investment Counsel sold 5,693 Vanguard World Funds Extended Duration ETF shares in Q4 2024, an estimated $454K.
Samalin Investment Counsel first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2020 and held it in 5 quarters.
Samalin Investment Counsel's Vanguard World Funds Extended Duration ETF position peaked at $1.49M in Q4 2023.
183 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q4 2024.

Based on Samalin Investment Counsel's 13F filing for Q4 2024, filed 11 Feb 2025.