Eudaimonia Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Eudaimonia Partners’s Portfolio BSV Stock Details BSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-2,712	Closed	-$203K	–	346
2022 Q3	$203K	Sell	2,712 -7,473	-73%	-$571K	0.05%	308
2022 Q2	$782K	Sell	10,185 -6,297	-38%	-$485K	0.14%	161
2022 Q1	$1.28M	Buy	+16,482	New	+$1.31M	0.22%	122
2021 Q3	$1.45M	Sell	17,647 -161	-0.9%	-$13.2K	0.26%	107
2021 Q2	$1.46M	Buy	17,808 +2,761	+18%	+$227K	0.27%	102
2021 Q1	$1.24M	Buy	15,047 +145	+1%	+$12K	0.26%	96
2020 Q4	$1.24M	Buy	14,902 +996	+7%	+$82.5K	0.28%	91
2020 Q3	$1.16M	Buy	+13,906	New	+$1.16M	0.3%	85

Other funds holding BSV

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

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

BCMIO

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Eudaimonia Partners's BSV Position: Q4 2022 in Review

Eudaimonia Partners sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2022, closing a stake of 2,712 shares — an estimated $203K sold.

Eudaimonia Partners first reported a position in BSV in Q3 2020 and held it in 8 quarters. The position peaked at $1.46M in Q2 2021. 1,167 funds tracked by Wall St. Rank hold BSV as of Q4 2022.

Eudaimonia Partners reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
Eudaimonia Partners sold 2,712 Vanguard Short-Term Bond ETF shares in Q4 2022, an estimated $203K.
Eudaimonia Partners first reported a position in Vanguard Short-Term Bond ETF in Q3 2020 and held it in 8 quarters.
Eudaimonia Partners's Vanguard Short-Term Bond ETF position peaked at $1.46M in Q2 2021.
1,167 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2022.

Based on Eudaimonia Partners's 13F filing for Q4 2022, filed 24 Jan 2023.