BWM
BerganKDV Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $14.9M | Buy |
67,498
+4,138
| +7% | +$911K | 1.49% | 15 |
|
|
2023
Q1 | $13.4M | Buy |
63,360
+4,093
| +7% | +$863K | 1.38% | 17 |
|
|
2022
Q4 | $12.1M | Buy |
59,267
+3,931
| +7% | +$801K | 1.31% | 18 |
|
|
2022
Q3 | $10.4M | Buy |
55,336
+3,048
| +6% | +$573K | 1.24% | 17 |
|
|
2022
Q2 | $10.3M | Buy |
52,288
+4,385
| +9% | +$864K | 1.18% | 18 |
|
|
2022
Q1 | $11.4M | Buy |
47,903
+6,153
| +15% | +$1.46M | 1.22% | 19 |
|
|
2021
Q4 | $10.6M | Buy |
41,750
+5,669
| +16% | +$1.44M | 1.11% | 21 |
|
|
2021
Q3 | $8.54M | Buy |
36,081
+6,120
| +20% | +$1.45M | 0.97% | 21 |
|
|
2021
Q2 | $7.11M | Buy |
29,961
+192
| +0.6% | +$45.6K | 0.84% | 22 |
|
|
2021
Q1 | $6.59M | Sell |
29,769
-124
| -0.4% | -$27.4K | 0.85% | 23 |
|
|
2020
Q4 | $6.18M | Buy |
29,893
+1,989
| +7% | +$411K | 0.87% | 23 |
|
|
2020
Q3 | $4.92M | Buy |
27,904
+25,713
| +1,174% | +$4.53M | 0.78% | 27 |
|
|
2020
Q2 | $359K | Buy |
2,191
+1,952
| +817% | +$320K | 0.06% | 177 |
|
|
2020
Q1 | $31K | Buy |
+239
| New | +$31K | 0.01% | 374 |
|