Resurgent Financial Advisors LLC Vanguard Sht Term Corp Bd ETF Transaction History

Resurgent Financial Advisors LLC

$170 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 09, 2024	BUY	$74.49 - $77.37 $1,042 - $1,083	14 Added 1.24%	1,147 $88,000
Q3 2023 Nov 13, 2023	BUY	$74.99 - $75.99 $23,621 - $23,936	315 Added 38.51%	1,133 $85,000
Q1 2023 May 15, 2023	SELL	$74.76 - $76.57 $951,470 - $974,506	-12,727 Reduced 93.96%	818 $62,000
Q4 2022 Feb 14, 2023	BUY	$73.35 - $75.8 $240,147 - $248,169	3,274 Added 31.88%	13,545 $1.02 Million
Q3 2022 Nov 14, 2022	BUY	$74.01 - $77.39 $65,868 - $68,877	890 Added 9.49%	10,271 $763,000
Q2 2022 Aug 15, 2022	SELL	$75.21 - $77.95 $65,883 - $68,284	-876 Reduced 8.54%	9,381 $716,000
Q1 2022 May 16, 2022	BUY	$77.77 - $81.19 $300,736 - $313,961	3,867 Added 60.52%	10,257 $801,000
Q4 2021 May 16, 2022	BUY	$81.21 - $82.44 $518,931 - $526,791	6,390 New	6,390 $519,000

Others Institutions Holding VCSH

# of Institutions

1,362

Shares Held

311M

Call Options Held

7.7K

Put Options Held

5.1K

Bank Of America Corp Charlotte, NC

51.7M
Shares

$4.03 Billion
0.35% of portfolio
Prudential PLC London, England, X0

21.1M
Shares

$1.64 Billion
8.54% of portfolio
Morgan Stanley New York, NY

16.8M
Shares

$1.31 Billion
0.1% of portfolio
Japan Science & Technology Agency Tokyo, M0

14.6M
Shares

$1.14 Billion
15.35% of portfolio
Envestnet Asset Management Inc

7.27M
Shares

$567 Million
0.19% of portfolio

About VANGUARD SHT-TERM CORP BD ETF

Ticker VCSH
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