Resurgent Financial Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-356	Closed	-$20.7K	–	472
2023 Q4	$20.7K	Sell	356 -84	-19%	-$4.49K	0.01%	490
2023 Q3	$22.9K	Buy	+440	New	+$24.1K	0.02%	457
2023 Q2	–	Sell	-496	Closed	-$26.2K	–	529
2023 Q1	$26.2K	Sell	496 -748	-60%	-$39.8K	0.02%	437
2022 Q4	$63.4K	Buy	+1,244	New	+$63.4K	0.03%	385

Other funds holding VO

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

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

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

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Resurgent Financial Advisors sold out of Vanguard Mid-Cap ETF (VO) in Q1 2024, closing a stake of 356 shares — an estimated $20.7K sold.

Resurgent Financial Advisors first reported a position in VO in Q4 2022 and held it in 4 quarters. The position peaked at $63.4K in Q4 2022. 1,861 funds tracked by Wall St. Rank hold VO as of Q1 2024.

Resurgent Financial Advisors reported no remaining Vanguard Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
Resurgent Financial Advisors sold 356 Vanguard Mid-Cap ETF shares in Q1 2024, an estimated $20.7K.
Resurgent Financial Advisors first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and held it in 4 quarters.
Resurgent Financial Advisors's Vanguard Mid-Cap ETF position peaked at $63.4K in Q4 2022.
1,861 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2024.

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