Resurgent Financial Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-138	Closed	-$30.1K	–	481
2023 Q4	$30.1K	Hold	138	–	–	0.02%	423
2023 Q3	$27K	Buy	+138	New	+$28.1K	0.02%	435
2023 Q2	–	Sell	-164	Closed	-$30.6K	–	530
2023 Q1	$30.6K	Sell	164 -79	-33%	-$14.4K	0.02%	419
2022 Q4	$42.3K	Buy	+243	New	+$42.6K	0.02%	463

Other funds holding VV

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Resurgent Financial Advisors sold out of Vanguard Large-Cap ETF (VV) in Q1 2024, closing a stake of 138 shares — an estimated $30.1K sold.

Resurgent Financial Advisors first reported a position in VV in Q4 2022 and held it in 4 quarters. The position peaked at $42.3K in Q4 2022. 1,045 funds tracked by Wall St. Rank hold VV as of Q1 2024.

Resurgent Financial Advisors reported no remaining Vanguard Large-Cap ETF position as of Q1 2024 after selling out during the quarter.
Resurgent Financial Advisors sold 138 Vanguard Large-Cap ETF shares in Q1 2024, an estimated $30.1K.
Resurgent Financial Advisors first reported a position in Vanguard Large-Cap ETF in Q4 2022 and held it in 4 quarters.
Resurgent Financial Advisors's Vanguard Large-Cap ETF position peaked at $42.3K in Q4 2022.
1,045 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2024.

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