BerganKDV Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

BerganKDV Wealth Management’s Portfolio VEA Stock Details VEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$233K	Sell	5,051 -7,360	-59%	-$339K	0.02%	218
2023 Q1	$561K	Sell	12,411 -837	-6%	-$37.3K	0.06%	165
2022 Q4	$556K	Buy	13,248 +2,528	+24%	+$102K	0.06%	160
2022 Q3	$390K	Buy	10,720 +2,000	+23%	+$81.5K	0.05%	184
2022 Q2	$356K	Sell	8,720 -164	-2%	-$7.29K	0.04%	201
2022 Q1	$427K	Buy	8,884 +165	+2%	+$8.03K	0.05%	194
2021 Q4	$445K	Sell	8,719 -129	-1%	-$6.62K	0.05%	199
2021 Q3	$447K	Buy	8,848 +1,521	+21%	+$79.1K	0.05%	191
2021 Q2	$377K	Buy	7,327 +2,776	+61%	+$143K	0.04%	196
2021 Q1	$223K	Hold	4,551	–	–	0.03%	229
2020 Q4	$215K	Buy	4,551 +1	+0%	+$44	0.03%	216
2020 Q3	$186K	Sell	4,550 -4,645	-51%	-$191K	0.03%	218
2020 Q2	$357K	Buy	9,195 +2,532	+38%	+$92.5K	0.06%	181
2020 Q1	$222K	Sell	6,663 -101,639	-94%	-$4.08M	0.05%	200
2019 Q4	$4.77M	Buy	108,302 +119	+0.1%	+$5.07K	0.85%	21
2019 Q3	$4.44M	Sell	108,183 -6,039	-5%	-$247K	0.88%	19
2019 Q2	$4.76M	Sell	114,222 -699	-0.6%	-$28.8K	0.94%	18
2019 Q1	$4.7M	Sell	114,921 -6,390	-5%	-$255K	0.96%	17
2018 Q4	$4.5M	Sell	121,311 -16,775	-12%	-$664K	1.05%	15
2018 Q3	$5.97M	Sell	138,086 -864	-0.6%	-$37.2K	1.29%	13
2018 Q2	$5.96M	Sell	138,950 -13,859	-9%	-$618K	1.33%	14
2018 Q1	$6.76M	Sell	152,809 -12,720	-8%	-$577K	1.85%	10
2017 Q4	$7.43M	Sell	165,529 -53,565	-24%	-$2.37M	1.77%	13
2017 Q3	$9.51M	Buy	+219,094	New	+$9.3M	2.38%	11

Other funds holding VEA

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

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

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

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

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BerganKDV Wealth Management's VEA Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 59% in Q2 2023, selling an estimated $339K and leaving 5,051 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #218.

BerganKDV Wealth Management first reported a position in VEA in Q3 2017 and has held it in 24 quarters since. The position peaked at $9.51M in Q3 2017. 1,929 funds tracked by Wall St. Rank hold VEA as of Q2 2023.

BerganKDV Wealth Management held 5,051 shares of Vanguard FTSE Developed Markets ETF worth $233K as of Q2 2023.
BerganKDV Wealth Management sold 7,360 Vanguard FTSE Developed Markets ETF shares in Q2 2023, an estimated $339K.
Vanguard FTSE Developed Markets ETF made up 0.02% of BerganKDV Wealth Management's portfolio in Q2 2023, its #218 holding.
BerganKDV Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q3 2017 and has held it in 24 quarters since.
BerganKDV Wealth Management's Vanguard FTSE Developed Markets ETF position peaked at $9.51M in Q3 2017.
1,929 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.