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Eudaimonia Partners’s Vanguard Russell 1000 ETF VONE Stock Holding History

Eudaimonia Partners’s Portfolio VONE Stock Details VONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-108
Closed -$20K – 1338
2021
Q1 		$20K Buy
+108
New +$19.6K ﹤0.01% 949
2020
Q4 		– Sell
-167
Closed -$26K – 912
2020
Q3 		$26K Buy
167
+2
+1% +$305 0.01% 734
2020
Q2 		$23K Buy
+165
New +$22.1K 0.01% 692
2020
Q1 		– Sell
-197
Closed -$29K – 767
2019
Q4 		$29K Buy
+197
New +$27.8K 0.01% 615

Other funds holding VONE

DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Eudaimonia Partners's VONE Position: Q2 2021 in Review

Eudaimonia Partners sold out of Vanguard Russell 1000 ETF (VONE) in Q2 2021, closing a stake of 108 shares — an estimated $20K sold.

Eudaimonia Partners first reported a position in VONE in Q4 2019 and held it in 4 quarters. The position peaked at $29K in Q4 2019. 151 funds tracked by Wall St. Rank hold VONE as of Q2 2021.

  • Eudaimonia Partners reported no remaining Vanguard Russell 1000 ETF position as of Q2 2021 after selling out during the quarter.
  • Eudaimonia Partners sold 108 Vanguard Russell 1000 ETF shares in Q2 2021, an estimated $20K.
  • Eudaimonia Partners first reported a position in Vanguard Russell 1000 ETF in Q4 2019 and held it in 4 quarters.
  • Eudaimonia Partners's Vanguard Russell 1000 ETF position peaked at $29K in Q4 2019.
  • 151 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2021.

Based on Eudaimonia Partners's 13F filing for Q2 2021, filed 13 Aug 2021.