Eudaimonia Advisors’s Vanguard Information Technology ETF VGT Stock Holding History

Eudaimonia Advisors’s Portfolio VGT Stock Details VGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$4.67M	Buy	71,312 +19,936	+39%	+$1.26M	2.49%	5
2023 Q4	$3.11M	Sell	51,376 -7,008	-12%	-$390K	2.01%	8
2023 Q3	$3.03M	Sell	58,384 -7,664	-12%	-$417K	2.13%	8
2023 Q2	$3.65M	Sell	66,048 -2,712	-4%	-$136K	2.45%	5
2023 Q1	$3.31M	Buy	+68,760	New	+$3.04M	2.23%	6
2022 Q2	–	Sell	-9,824	Closed	-$511K	–	175
2022 Q1	$511K	Sell	9,824 -2,320	-19%	-$119K	0.29%	92
2021 Q4	$696K	Buy	+12,144	New	+$667K	0.41%	70

Other funds holding VGT

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

Eudaimonia Advisors's VGT Position: Q1 2024 in Review

Eudaimonia Advisors increased its Vanguard Information Technology ETF (VGT) stake by 39% in Q1 2024, buying an estimated $1.26M and bringing the position to 71,312 shares worth $4.67M. The position accounts for 2.49% of the portfolio, ranked #5.

Eudaimonia Advisors first reported a position in VGT in Q4 2021 and has held it in 7 quarters since. 1,457 funds tracked by Wall St. Rank hold VGT as of Q1 2024.

Eudaimonia Advisors held 71,312 shares of Vanguard Information Technology ETF worth $4.67M as of Q1 2024.
Eudaimonia Advisors bought 19,936 Vanguard Information Technology ETF shares in Q1 2024, an estimated $1.26M.
Vanguard Information Technology ETF made up 2.49% of Eudaimonia Advisors's portfolio in Q1 2024, its #5 holding.
Eudaimonia Advisors first reported a position in Vanguard Information Technology ETF in Q4 2021 and has held it in 7 quarters since.
1,457 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2024.

Based on Eudaimonia Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.