Resurgent Financial Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,395	Closed	-$98.4K	–	482
2023 Q4	$98.4K	Sell	2,395 -808	-25%	-$32K	0.06%	247
2023 Q3	$126K	Hold	3,203	–	–	0.09%	200
2023 Q2	$130K	Sell	3,203 -1	-0%	-$40	0.09%	199
2023 Q1	$129K	Sell	3,204 -1,430	-31%	-$58.3K	0.09%	196
2022 Q4	$181K	Sell	4,634 -1,930	-29%	-$73.6K	0.1%	215
2022 Q3	$240K	Buy	6,564 +770	+13%	+$31.3K	0.16%	159
2022 Q2	$241K	Buy	5,794 +422	+8%	+$18.2K	0.15%	155
2022 Q1	$248K	Buy	+5,372	New	+$258K	0.15%	149

Other funds holding VWO

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Resurgent Financial Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2024, closing a stake of 2,395 shares — an estimated $98.4K sold.

Resurgent Financial Advisors first reported a position in VWO in Q1 2022 and held it in 8 quarters. The position peaked at $248K in Q1 2022. 2,032 funds tracked by Wall St. Rank hold VWO as of Q1 2024.

Resurgent Financial Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
Resurgent Financial Advisors sold 2,395 Vanguard FTSE Emerging Markets ETF shares in Q1 2024, an estimated $98.4K.
Resurgent Financial Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2022 and held it in 8 quarters.
Resurgent Financial Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $248K in Q1 2022.
2,032 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2024.

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