Eudaimonia Advisors’s Vanguard Health Care ETF VHT Stock Holding History

Eudaimonia Advisors’s Portfolio VHT Stock Details VHT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$898K	Sell	3,319 -97	-3%	-$25.5K	0.48%	63
2023 Q4	$856K	Buy	3,416 +21	+0.6%	+$4.97K	0.55%	50
2023 Q3	$798K	Sell	3,395 -175	-5%	-$42.7K	0.56%	54
2023 Q2	$874K	Sell	3,570 -340	-9%	-$82.7K	0.59%	48
2023 Q1	$932K	Sell	3,910 -81	-2%	-$19.5K	0.63%	47
2022 Q4	$990K	Hold	3,991	–	–	0.67%	41
2022 Q3	$893K	Sell	3,991 -78	-2%	-$18.6K	0.62%	46
2022 Q2	$958K	Sell	4,069 -30	-0.7%	-$7.23K	0.66%	41
2022 Q1	$1.04M	Sell	4,099 -1,396	-25%	-$345K	0.6%	47
2021 Q4	$1.46M	Buy	+5,495	New	+$1.4M	0.86%	27

Other funds holding VHT

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Eudaimonia Advisors's VHT Position: Q1 2024 in Review

Eudaimonia Advisors reduced its Vanguard Health Care ETF (VHT) stake by 2.8% in Q1 2024, selling an estimated $25.5K and leaving 3,319 shares worth $898K. The position accounts for 0.48% of the portfolio, ranked #63.

Eudaimonia Advisors first reported a position in VHT in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.46M in Q4 2021. 991 funds tracked by Wall St. Rank hold VHT as of Q1 2024.

Eudaimonia Advisors held 3,319 shares of Vanguard Health Care ETF worth $898K as of Q1 2024.
Eudaimonia Advisors sold 97 Vanguard Health Care ETF shares in Q1 2024, an estimated $25.5K.
Vanguard Health Care ETF made up 0.48% of Eudaimonia Advisors's portfolio in Q1 2024, its #63 holding.
Eudaimonia Advisors first reported a position in Vanguard Health Care ETF in Q4 2021 and has held it in 10 quarters since.
Eudaimonia Advisors's Vanguard Health Care ETF position peaked at $1.46M in Q4 2021.
991 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2024.

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