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Eudaimonia Partners’s Vanguard Health Care ETF VHT Stock Holding History

Eudaimonia Partners’s Portfolio VHT Stock Details VHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$778K Buy
2,876
+31
+1% +$8.14K 0.19% 127
2023
Q4 		$713K Buy
2,845
+93
+3% +$22K 0.19% 119
2023
Q3 		$647K Buy
2,752
+270
+11% +$65.8K 0.16% 143
2023
Q2 		$608K Buy
2,482
+545
+28% +$133K 0.14% 158
2023
Q1 		$462K Sell
1,937
-139
-7% -$33.4K 0.11% 188
2022
Q4 		$515K Buy
2,076
+15
+0.7% +$3.64K 0.13% 173
2022
Q3 		$461K Sell
2,061
-600
-23% -$143K 0.12% 172
2022
Q2 		$627K Sell
2,661
-265
-9% -$63.9K 0.12% 191
2022
Q1 		$744K Buy
+2,926
New +$723K 0.13% 190
2021
Q3 		$823K Buy
3,330
+591
+22% +$152K 0.15% 168
2021
Q2 		$677K Buy
2,739
+205
+8% +$49K 0.13% 186
2021
Q1 		$580K Sell
2,534
-39
-2% -$8.95K 0.12% 181
2020
Q4 		$576K Buy
2,573
+189
+8% +$40.4K 0.13% 174
2020
Q3 		$486K Buy
2,384
+465
+24% +$94.1K 0.13% 174
2020
Q2 		$370K Buy
1,919
+899
+88% +$169K 0.14% 163
2020
Q1 		$169K Hold
1,020
– – 0.07% 241
2019
Q4 		$196K Buy
+1,020
New +$183K 0.08% 240

Other funds holding VHT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Eudaimonia Partners's VHT Position: Q1 2024 in Review

Eudaimonia Partners increased its Vanguard Health Care ETF (VHT) stake by 1.1% in Q1 2024, buying an estimated $8.14K and bringing the position to 2,876 shares worth $778K. The position accounts for 0.19% of the portfolio, ranked #127.

Eudaimonia Partners first reported a position in VHT in Q4 2019 and has held it in 17 quarters since. The position peaked at $823K in Q3 2021. 991 funds tracked by Wall St. Rank hold VHT as of Q1 2024.

  • Eudaimonia Partners held 2,876 shares of Vanguard Health Care ETF worth $778K as of Q1 2024.
  • Eudaimonia Partners bought 31 Vanguard Health Care ETF shares in Q1 2024, an estimated $8.14K.
  • Vanguard Health Care ETF made up 0.19% of Eudaimonia Partners's portfolio in Q1 2024, its #127 holding.
  • Eudaimonia Partners first reported a position in Vanguard Health Care ETF in Q4 2019 and has held it in 17 quarters since.
  • Eudaimonia Partners's Vanguard Health Care ETF position peaked at $823K in Q3 2021.
  • 991 funds tracked by Wall St. Rank held Vanguard Health Care ETF as of Q1 2024.

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