Resurgent Financial Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,438	Closed	-$117K	–	467
2023 Q4	$117K	Sell	2,438 -1,025	-30%	-$45.9K	0.07%	229
2023 Q3	$151K	Hold	3,463	–	–	0.1%	179
2023 Q2	$160K	Sell	3,463 -2	-0.1%	-$92	0.11%	172
2023 Q1	$157K	Sell	3,465 -1,824	-34%	-$81.3K	0.1%	176
2022 Q4	$222K	Buy	+5,289	New	+$214K	0.12%	183

Other funds holding VEA

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Resurgent Financial Advisors sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2024, closing a stake of 2,438 shares — an estimated $117K sold.

Resurgent Financial Advisors first reported a position in VEA in Q4 2022 and held it in 5 quarters. The position peaked at $222K in Q4 2022. 2,147 funds tracked by Wall St. Rank hold VEA as of Q1 2024.

Resurgent Financial Advisors reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2024 after selling out during the quarter.
Resurgent Financial Advisors sold 2,438 Vanguard FTSE Developed Markets ETF shares in Q1 2024, an estimated $117K.
Resurgent Financial Advisors first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2022 and held it in 5 quarters.
Resurgent Financial Advisors's Vanguard FTSE Developed Markets ETF position peaked at $222K in Q4 2022.
2,147 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2024.

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