Eudaimonia Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Eudaimonia Advisors’s Portfolio VV Stock Details VV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$2.17M	Buy	9,061 +727	+9%	+$166K	1.16%	21
2023 Q4	$1.82M	Buy	8,334 +608	+8%	+$124K	1.18%	18
2023 Q3	$1.51M	Buy	7,726 +3,142	+69%	+$640K	1.06%	24
2023 Q2	$929K	Buy	4,584 +784	+21%	+$150K	0.62%	43
2023 Q1	$710K	Sell	3,800 -134	-3%	-$24.4K	0.48%	62
2022 Q4	$685K	Buy	3,934 +10	+0.3%	+$1.75K	0.46%	60
2022 Q3	$642K	Sell	3,924 -28	-0.7%	-$5.09K	0.44%	59
2022 Q2	$681K	Buy	3,952 +33	+0.8%	+$6.19K	0.47%	58
2022 Q1	$817K	Buy	3,919 +319	+9%	+$65.5K	0.47%	57
2021 Q4	$796K	Buy	+3,600	New	+$772K	0.47%	58

Other funds holding VV

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Eudaimonia Advisors's VV Position: Q1 2024 in Review

Eudaimonia Advisors increased its Vanguard Large-Cap ETF (VV) stake by 8.7% in Q1 2024, buying an estimated $166K and bringing the position to 9,061 shares worth $2.17M. The position accounts for 1.16% of the portfolio, ranked #21.

Eudaimonia Advisors first reported a position in VV in Q4 2021 and has held it in 10 quarters since. 1,045 funds tracked by Wall St. Rank hold VV as of Q1 2024.

Eudaimonia Advisors held 9,061 shares of Vanguard Large-Cap ETF worth $2.17M as of Q1 2024.
Eudaimonia Advisors bought 727 Vanguard Large-Cap ETF shares in Q1 2024, an estimated $166K.
Vanguard Large-Cap ETF made up 1.16% of Eudaimonia Advisors's portfolio in Q1 2024, its #21 holding.
Eudaimonia Advisors first reported a position in Vanguard Large-Cap ETF in Q4 2021 and has held it in 10 quarters since.
1,045 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2024.

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