Eudaimonia Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Eudaimonia Advisors’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$1.47M	Buy	3,063 +26	+0.9%	+$11.9K	0.78%	36
2023 Q4	$1.33M	Buy	3,037 +24	+0.8%	+$9.83K	0.86%	33
2023 Q3	$1.18M	Sell	3,013 -316	-9%	-$129K	0.83%	36
2023 Q2	$1.36M	Buy	3,329 +74	+2%	+$28.5K	0.91%	31
2023 Q1	$1.22M	Sell	3,255 -870	-21%	-$319K	0.83%	33
2022 Q4	$1.45M	Buy	4,125 +41	+1%	+$14.5K	0.98%	25
2022 Q3	$1.34M	Sell	4,084 -605	-13%	-$221K	0.92%	25
2022 Q2	$1.63M	Sell	4,689 -1,346	-22%	-$507K	1.12%	20
2022 Q1	$2.51M	Sell	6,035 -351	-5%	-$144K	1.44%	14
2021 Q4	$2.79M	Buy	+6,386	New	+$2.7M	1.64%	13

Other funds holding VOO

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

RJA

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 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

Eudaimonia Advisors's VOO Position: Q1 2024 in Review

Eudaimonia Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 0.86% in Q1 2024, buying an estimated $11.9K and bringing the position to 3,063 shares worth $1.47M. The position accounts for 0.78% of the portfolio, ranked #36.

Eudaimonia Advisors first reported a position in VOO in Q4 2021 and has held it in 10 quarters since. The position peaked at $2.79M in Q4 2021. 2,746 funds tracked by Wall St. Rank hold VOO as of Q1 2024.

Eudaimonia Advisors held 3,063 shares of Vanguard S&P 500 ETF worth $1.47M as of Q1 2024.
Eudaimonia Advisors bought 26 Vanguard S&P 500 ETF shares in Q1 2024, an estimated $11.9K.
Vanguard S&P 500 ETF made up 0.78% of Eudaimonia Advisors's portfolio in Q1 2024, its #36 holding.
Eudaimonia Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 10 quarters since.
Eudaimonia Advisors's Vanguard S&P 500 ETF position peaked at $2.79M in Q4 2021.
2,746 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2024.

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