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Eudaimonia Partners’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Eudaimonia Partners’s Portfolio VTHR Stock Details VTHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,250
Closed -$201K – 363
2022
Q3 		$201K Sell
1,250
-100
-7% -$17.9K 0.05% 312
2022
Q2 		$228K Hold
1,350
– – 0.04% 344
2022
Q1 		$275K Buy
+1,350
New +$272K 0.05% 325
2021
Q3 		$401K Sell
2,026
-11
-0.5% -$2.24K 0.07% 259
2021
Q2 		$406K Buy
2,037
+687
+51% +$133K 0.08% 258
2021
Q1 		$250K Buy
1,350
+50
+4% +$9.04K 0.05% 303
2020
Q4 		$226K Buy
+1,300
New +$213K 0.05% 289

Other funds holding VTHR

MWM
Moran Wealth Management Naples, Florida $3.27B AUM 25.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
C
Cliffwater Marina Del Rey, California $377M AUM 5.73% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Eudaimonia Partners's VTHR Position: Q4 2022 in Review

Eudaimonia Partners sold out of Vanguard Russell 3000 ETF (VTHR) in Q4 2022, closing a stake of 1,250 shares — an estimated $201K sold.

Eudaimonia Partners first reported a position in VTHR in Q4 2020 and held it in 7 quarters. The position peaked at $406K in Q2 2021. 133 funds tracked by Wall St. Rank hold VTHR as of Q4 2022.

  • Eudaimonia Partners reported no remaining Vanguard Russell 3000 ETF position as of Q4 2022 after selling out during the quarter.
  • Eudaimonia Partners sold 1,250 Vanguard Russell 3000 ETF shares in Q4 2022, an estimated $201K.
  • Eudaimonia Partners first reported a position in Vanguard Russell 3000 ETF in Q4 2020 and held it in 7 quarters.
  • Eudaimonia Partners's Vanguard Russell 3000 ETF position peaked at $406K in Q2 2021.
  • 133 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q4 2022.

Based on Eudaimonia Partners's 13F filing for Q4 2022, filed 24 Jan 2023.