Eudaimonia Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Eudaimonia Advisors’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$1.94M	Buy	10,604 +121	+1%	+$21.3K	1.03%	25
2023 Q4	$1.79M	Buy	10,483 +186	+2%	+$29.9K	1.16%	19
2023 Q3	$1.6M	Buy	10,297 +536	+5%	+$86.9K	1.12%	22
2023 Q2	$1.59M	Sell	9,761 -119	-1%	-$18.6K	1.06%	25
2023 Q1	$1.52M	Sell	9,880 -756	-7%	-$116K	1.03%	24
2022 Q4	$1.62M	Sell	10,636 -8	-0.1%	-$1.19K	1.09%	22
2022 Q3	$1.44M	Sell	10,644 -317	-3%	-$47.2K	0.99%	23
2022 Q2	$1.57M	Sell	10,961 -222	-2%	-$33.8K	1.08%	21
2022 Q1	$1.81M	Buy	11,183 +26	+0.2%	+$4.2K	1.04%	20
2021 Q4	$1.92M	Buy	+11,157	New	+$1.84M	1.13%	21

Other funds holding VIG

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Eudaimonia Advisors's VIG Position: Q1 2024 in Review

Eudaimonia Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 1.2% in Q1 2024, buying an estimated $21.3K and bringing the position to 10,604 shares worth $1.94M. The position accounts for 1.03% of the portfolio, ranked #25.

Eudaimonia Advisors first reported a position in VIG in Q4 2021 and has held it in 10 quarters since. 2,038 funds tracked by Wall St. Rank hold VIG as of Q1 2024.

Eudaimonia Advisors held 10,604 shares of Vanguard Dividend Appreciation ETF worth $1.94M as of Q1 2024.
Eudaimonia Advisors bought 121 Vanguard Dividend Appreciation ETF shares in Q1 2024, an estimated $21.3K.
Vanguard Dividend Appreciation ETF made up 1.03% of Eudaimonia Advisors's portfolio in Q1 2024, its #25 holding.
Eudaimonia Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2021 and has held it in 10 quarters since.
2,038 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2024.

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