Resurgent Financial Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-508	Closed	-$97K	–	466
2023 Q4	$97K	Hold	508	–	–	0.06%	251
2023 Q3	$92.8K	Hold	508	–	–	0.06%	236
2023 Q2	$98.8K	Hold	508	–	–	0.07%	231
2023 Q1	$98.3K	Buy	+508	New	+$96.3K	0.07%	232

Other funds holding VDC

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Resurgent Financial Advisors sold out of Vanguard Consumer Staples ETF (VDC) in Q1 2024, closing a stake of 508 shares — an estimated $97K sold.

Resurgent Financial Advisors first reported a position in VDC in Q1 2023 and held it in 4 quarters. The position peaked at $98.8K in Q2 2023. 578 funds tracked by Wall St. Rank hold VDC as of Q1 2024.

Resurgent Financial Advisors reported no remaining Vanguard Consumer Staples ETF position as of Q1 2024 after selling out during the quarter.
Resurgent Financial Advisors sold 508 Vanguard Consumer Staples ETF shares in Q1 2024, an estimated $97K.
Resurgent Financial Advisors first reported a position in Vanguard Consumer Staples ETF in Q1 2023 and held it in 4 quarters.
Resurgent Financial Advisors's Vanguard Consumer Staples ETF position peaked at $98.8K in Q2 2023.
578 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q1 2024.

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