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Eudaimonia Partners’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

Eudaimonia Partners’s Portfolio VGIT Stock Details VGIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$4.6M Buy
78,549
+66,254
+539% +$3.89M 1.09% 18
2023
Q4 		$729K Buy
+12,295
New +$709K 0.19% 115
2022
Q2 		– Sell
-12,250
Closed -$771K – 442
2022
Q1 		$771K Buy
+12,250
New +$792K 0.13% 183

Other funds holding VGIT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Eudaimonia Partners's VGIT Position: Q1 2024 in Review

Eudaimonia Partners increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 539% in Q1 2024, buying an estimated $3.89M and bringing the position to 78,549 shares worth $4.6M. The position accounts for 1.09% of the portfolio, ranked #18.

Eudaimonia Partners first reported a position in VGIT in Q1 2022 and has held it in 3 quarters since. 663 funds tracked by Wall St. Rank hold VGIT as of Q1 2024.

  • Eudaimonia Partners held 78,549 shares of Vanguard Intermediate-Term Treasury ETF worth $4.6M as of Q1 2024.
  • Eudaimonia Partners bought 66,254 Vanguard Intermediate-Term Treasury ETF shares in Q1 2024, an estimated $3.89M.
  • Vanguard Intermediate-Term Treasury ETF made up 1.09% of Eudaimonia Partners's portfolio in Q1 2024, its #18 holding.
  • Eudaimonia Partners first reported a position in Vanguard Intermediate-Term Treasury ETF in Q1 2022 and has held it in 3 quarters since.
  • 663 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2024.

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