Resurgent Financial Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Resurgent Financial Advisors’s Portfolio VCIT Stock Details VCIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,802	Closed	-$235K	–	190
2024 Q3	$235K	Buy	2,802 +188	+7%	+$15.5K	0.14%	160
2024 Q2	$209K	Buy	2,614 +6	+0.2%	+$476	0.13%	165
2024 Q1	$210K	Buy	2,608 +2,313	+784%	+$186K	0.11%	174
2023 Q4	$24K	Buy	+295	New	+$22.8K	0.01%	461

Other funds holding VCIT

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Resurgent Financial Advisors's VCIT Position: Q4 2024 in Review

Resurgent Financial Advisors sold out of Vanguard Intermediate-Term Corporate Bond ETF (VCIT) in Q4 2024, closing a stake of 2,802 shares — an estimated $235K sold.

Resurgent Financial Advisors first reported a position in VCIT in Q4 2023 and held it in 4 quarters. The position peaked at $235K in Q3 2024. 1,180 funds tracked by Wall St. Rank hold VCIT as of Q4 2024.

Resurgent Financial Advisors reported no remaining Vanguard Intermediate-Term Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
Resurgent Financial Advisors sold 2,802 Vanguard Intermediate-Term Corporate Bond ETF shares in Q4 2024, an estimated $235K.
Resurgent Financial Advisors first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2023 and held it in 4 quarters.
Resurgent Financial Advisors's Vanguard Intermediate-Term Corporate Bond ETF position peaked at $235K in Q3 2024.
1,180 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q4 2024.

Based on Resurgent Financial Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.