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Eudaimonia Partners’s Vanguard Total World Stock ETF VT Stock Holding History

Eudaimonia Partners’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-80
Closed -$8K – 1349
2021
Q1 		$8K Buy
+80
New +$7.69K ﹤0.01% 1233

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
K
Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Eudaimonia Partners's VT Position: Q2 2021 in Review

Eudaimonia Partners sold out of Vanguard Total World Stock ETF (VT) in Q2 2021, closing a stake of 80 shares — an estimated $8K sold.

Eudaimonia Partners first reported a position in VT in Q1 2021 and held it in 1 quarter. The position peaked at $8K in Q1 2021. 626 funds tracked by Wall St. Rank hold VT as of Q2 2021.

  • Eudaimonia Partners reported no remaining Vanguard Total World Stock ETF position as of Q2 2021 after selling out during the quarter.
  • Eudaimonia Partners sold 80 Vanguard Total World Stock ETF shares in Q2 2021, an estimated $8K.
  • Eudaimonia Partners first reported a position in Vanguard Total World Stock ETF in Q1 2021 and held it in 1 quarter.
  • Eudaimonia Partners's Vanguard Total World Stock ETF position peaked at $8K in Q1 2021.
  • 626 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2021.

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