Resurgent Financial Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,147	Closed	-$88.7K	–	465
2023 Q4	$88.7K	Buy	1,147 +14	+1%	+$1.06K	0.05%	257
2023 Q3	$85.2K	Buy	1,133 +315	+39%	+$23.8K	0.06%	247
2023 Q2	$61.9K	Hold	818	–	–	0.04%	302
2023 Q1	$62.4K	Sell	818 -12,727	-94%	-$964K	0.04%	299
2022 Q4	$1.02M	Buy	13,545 +3,274	+32%	+$245K	0.54%	43
2022 Q3	$763K	Buy	10,271 +890	+9%	+$67.8K	0.51%	49
2022 Q2	$716K	Sell	9,381 -876	-9%	-$67.3K	0.46%	60
2022 Q1	$801K	Buy	10,257 +3,867	+61%	+$308K	0.5%	54
2021 Q4	$519K	Buy	+6,390	New	+$522K	0.41%	70

Other funds holding VCSH

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Resurgent Financial Advisors's VCSH Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q1 2024, closing a stake of 1,147 shares — an estimated $88.7K sold.

Resurgent Financial Advisors first reported a position in VCSH in Q4 2021 and held it in 9 quarters. The position peaked at $1.02M in Q4 2022. 1,249 funds tracked by Wall St. Rank hold VCSH as of Q1 2024.

Resurgent Financial Advisors reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q1 2024 after selling out during the quarter.
Resurgent Financial Advisors sold 1,147 Vanguard Short-Term Corporate Bond ETF shares in Q1 2024, an estimated $88.7K.
Resurgent Financial Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q4 2021 and held it in 9 quarters.
Resurgent Financial Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $1.02M in Q4 2022.
1,249 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.