Eudaimonia Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

Eudaimonia Advisors’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$1.43M	Buy	22,972 +736	+3%	+$43.5K	0.76%	37
2023 Q4	$1.29M	Buy	22,236 +368	+2%	+$19.7K	0.84%	34
2023 Q3	$1.14M	Buy	21,868 +848	+4%	+$46.5K	0.8%	37
2023 Q2	$1.16M	Buy	21,020 +1,592	+8%	+$83.5K	0.78%	36
2023 Q1	$1.02M	Sell	19,428 -2,764	-12%	-$147K	0.69%	40
2022 Q4	$1.13M	Sell	22,192 -1,976	-8%	-$101K	0.76%	37
2022 Q3	$1.14M	Buy	24,168 +1,024	+4%	+$53.5K	0.78%	34
2022 Q2	$1.14M	Sell	23,144 -3,836	-14%	-$207K	0.78%	33
2022 Q1	$1.6M	Sell	26,980 -1,340	-5%	-$78.6K	0.92%	26
2021 Q4	$1.8M	Buy	+28,320	New	+$1.78M	1.06%	24

Other funds holding VO

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RJA

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

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

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

Eudaimonia Advisors's VO Position: Q1 2024 in Review

Eudaimonia Advisors increased its Vanguard Mid-Cap ETF (VO) stake by 3.3% in Q1 2024, buying an estimated $43.5K and bringing the position to 22,972 shares worth $1.43M. The position accounts for 0.76% of the portfolio, ranked #37.

Eudaimonia Advisors first reported a position in VO in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.8M in Q4 2021. 1,861 funds tracked by Wall St. Rank hold VO as of Q1 2024.

Eudaimonia Advisors held 22,972 shares of Vanguard Mid-Cap ETF worth $1.43M as of Q1 2024.
Eudaimonia Advisors bought 736 Vanguard Mid-Cap ETF shares in Q1 2024, an estimated $43.5K.
Vanguard Mid-Cap ETF made up 0.76% of Eudaimonia Advisors's portfolio in Q1 2024, its #37 holding.
Eudaimonia Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2021 and has held it in 10 quarters since.
Eudaimonia Advisors's Vanguard Mid-Cap ETF position peaked at $1.8M in Q4 2021.
1,861 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2024.

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