Resurgent Financial Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-227	Closed	-$23.3K	–	478
2023 Q4	$23.3K	Buy	227 +2	+0.9%	+$192	0.01%	465
2023 Q3	$21K	Buy	225 +1	+0.4%	+$97	0.01%	474
2023 Q2	$21.7K	Buy	224 +1	+0.4%	+$94	0.01%	491
2023 Q1	$20.5K	Buy	+223	New	+$20.2K	0.01%	478

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

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

EEP

Edgehill Endowment Partners Hamden, Connecticut $581M AUM 20.82% 1-Year Est. Return

Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 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

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

Brandywine Trust Hockessin, Delaware $552M AUM 5.23% 1-Year Est. Return

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

Resurgent Financial Advisors sold out of Vanguard Total World Stock ETF (VT) in Q1 2024, closing a stake of 227 shares — an estimated $23.3K sold.

Resurgent Financial Advisors first reported a position in VT in Q1 2023 and held it in 4 quarters. The position peaked at $23.3K in Q4 2023. 891 funds tracked by Wall St. Rank hold VT as of Q1 2024.

Resurgent Financial Advisors reported no remaining Vanguard Total World Stock ETF position as of Q1 2024 after selling out during the quarter.
Resurgent Financial Advisors sold 227 Vanguard Total World Stock ETF shares in Q1 2024, an estimated $23.3K.
Resurgent Financial Advisors first reported a position in Vanguard Total World Stock ETF in Q1 2023 and held it in 4 quarters.
Resurgent Financial Advisors's Vanguard Total World Stock ETF position peaked at $23.3K in Q4 2023.
891 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2024.

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