BerganKDV Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $14.9M | Buy |
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|
2023
Q1 | $13.4M | Buy |
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|
2022
Q4 | $12.1M | Buy |
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|
2022
Q3 | $10.4M | Buy |
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|
2022
Q2 | $10.3M | Buy |
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|
2022
Q1 | $11.4M | Buy |
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|
2021
Q4 | $10.6M | Buy |
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|
2021
Q3 | $8.54M | Buy |
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|
2021
Q2 | $7.11M | Buy |
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|
2021
Q1 | $6.59M | Sell |
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|
2020
Q4 | $6.18M | Buy |
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|
2020
Q3 | $4.92M | Buy |
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|
2020
Q2 | $359K | Buy |
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|
2020
Q1 | $31K | Buy |
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