Eudaimonia Partners’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Eudaimonia Partners’s Portfolio VEA Stock Details VEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$6.17M	Buy	122,952 +10,818	+10%	+$522K	1.47%	12
2023 Q4	$5.37M	Buy	112,134 +16,672	+17%	+$746K	1.4%	13
2023 Q3	$4.17M	Buy	95,462 +1,359	+1%	+$62.2K	1.01%	19
2023 Q2	$4.35M	Sell	94,103 -12,457	-12%	-$573K	0.98%	18
2023 Q1	$4.81M	Buy	106,560 +18,652	+21%	+$831K	1.16%	12
2022 Q4	$3.69M	Buy	+87,908	New	+$3.56M	0.9%	20
2021 Q2	–	Sell	-1,568	Closed	-$77K	–	1321
2021 Q1	$77K	Buy	1,568 +831	+113%	+$40.6K	0.02%	539
2020 Q4	$35K	Hold	737	–	–	0.01%	709
2020 Q3	$30K	Hold	737	–	–	0.01%	694
2020 Q2	$29K	Sell	737 -128	-15%	-$4.67K	0.01%	635
2020 Q1	$29K	Sell	865 -1,918	-69%	-$77K	0.01%	577
2019 Q4	$123K	Buy	+2,783	New	+$119K	0.05%	314

Other funds holding VEA

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

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

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

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

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

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

Eudaimonia Partners's VEA Position: Q1 2024 in Review

Eudaimonia Partners increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 9.6% in Q1 2024, buying an estimated $522K and bringing the position to 122,952 shares worth $6.17M. The position accounts for 1.47% of the portfolio, ranked #12.

Eudaimonia Partners first reported a position in VEA in Q4 2019 and has held it in 12 quarters since. 2,147 funds tracked by Wall St. Rank hold VEA as of Q1 2024.

Eudaimonia Partners held 122,952 shares of Vanguard FTSE Developed Markets ETF worth $6.17M as of Q1 2024.
Eudaimonia Partners bought 10,818 Vanguard FTSE Developed Markets ETF shares in Q1 2024, an estimated $522K.
Vanguard FTSE Developed Markets ETF made up 1.47% of Eudaimonia Partners's portfolio in Q1 2024, its #12 holding.
Eudaimonia Partners first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2019 and has held it in 12 quarters since.
2,147 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2024.

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