BerganKDV Wealth Management’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $104K | Sell |
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|
2023
Q1 | $290K | Hold |
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|
2022
Q4 | $272K | Hold |
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|
2022
Q3 | $241K | Hold |
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|
2022
Q2 | $271K | Hold |
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|
2022
Q1 | $312K | Buy |
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|
2021
Q4 | $118K | Hold |
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|
2021
Q3 | $117K | Hold |
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|
2021
Q2 | $122K | Buy |
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|
2021
Q1 | $106K | Sell |
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|
2020
Q4 | $123K | Buy |
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|
2020
Q3 | $88K | Sell |
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|
2020
Q2 | $384K | Buy |
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|
2020
Q1 | $72K | Hold |
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|
2019
Q4 | $94K | Hold |
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|
2019
Q3 | $87K | Sell |
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|
2019
Q2 | $181K | Sell |
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|
2019
Q1 | $236K | Sell |
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|
2018
Q4 | $223K | Hold |
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|
2018
Q3 | $254K | Sell |
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|
2018
Q2 | $416K | Buy |
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|
2018
Q1 | $420K | Sell |
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|
2017
Q4 | $1.17M | Buy |
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|
2017
Q3 | $859K | Sell |
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|
2017
Q2 | $819K | Sell |
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|
2017
Q1 | $785K | Buy |
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