Eudaimonia Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Eudaimonia Partners’s Portfolio VNQ Stock Details VNQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-4,953	Closed	-$438K	–	271
2023 Q4	$438K	Buy	4,953 +604	+14%	+$47.9K	0.11%	152
2023 Q3	$329K	Buy	4,349 +16	+0.4%	+$1.32K	0.08%	220
2023 Q2	$362K	Buy	4,333 +296	+7%	+$24.3K	0.08%	230
2023 Q1	$335K	Buy	+4,037	New	+$347K	0.08%	240
2022 Q2	–	Sell	-3,754	Closed	-$407K	–	443
2022 Q1	$407K	Buy	+3,754	New	+$397K	0.07%	270
2021 Q3	$395K	Buy	3,876 +1,118	+41%	+$119K	0.07%	263
2021 Q2	$281K	Buy	2,758 +764	+38%	+$75.8K	0.05%	313
2021 Q1	$183K	Sell	1,994 -786	-28%	-$69.1K	0.04%	352
2020 Q4	$236K	Sell	2,780 -77	-3%	-$6.39K	0.05%	282
2020 Q3	$226K	Buy	2,857 +26	+0.9%	+$2.09K	0.06%	263
2020 Q2	$222K	Buy	2,831 +53	+2%	+$4.02K	0.08%	221
2020 Q1	$194K	Sell	2,778 -1,279	-32%	-$112K	0.09%	223
2019 Q4	$376K	Buy	+4,057	New	+$376K	0.15%	151

Other funds holding VNQ

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

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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Eudaimonia Partners's VNQ Position: Q1 2024 in Review

Eudaimonia Partners sold out of Vanguard Real Estate ETF (VNQ) in Q1 2024, closing a stake of 4,953 shares — an estimated $438K sold.

Eudaimonia Partners first reported a position in VNQ in Q4 2019 and held it in 13 quarters. The position peaked at $438K in Q4 2023. 1,631 funds tracked by Wall St. Rank hold VNQ as of Q1 2024.

Eudaimonia Partners reported no remaining Vanguard Real Estate ETF position as of Q1 2024 after selling out during the quarter.
Eudaimonia Partners sold 4,953 Vanguard Real Estate ETF shares in Q1 2024, an estimated $438K.
Eudaimonia Partners first reported a position in Vanguard Real Estate ETF in Q4 2019 and held it in 13 quarters.
Eudaimonia Partners's Vanguard Real Estate ETF position peaked at $438K in Q4 2023.
1,631 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2024.

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