BerganKDV Wealth Management’s Vodafone VOD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-4,500	Closed	-$75K	–	1076
2022 Q1	$75K	Hold	4,500	–	–	0.01%	345
2021 Q4	$67K	Hold	4,500	–	–	0.01%	384
2021 Q3	$70K	Sell	4,500 -113	-2%	-$1.87K	0.01%	361
2021 Q2	$79K	Hold	4,613	–	–	0.01%	335
2021 Q1	$85K	Hold	4,613	–	–	0.01%	315
2020 Q4	$76K	Hold	4,613	–	–	0.01%	310
2020 Q3	$62K	Sell	4,613 -368	-7%	-$5.55K	0.01%	315
2020 Q2	$79K	Buy	4,981 +368	+8%	+$5.55K	0.01%	297
2020 Q1	$64K	Hold	4,613	–	–	0.01%	300
2019 Q4	$89K	Hold	4,613	–	–	0.02%	285
2019 Q3	$92K	Buy	4,613 +113	+3%	+$2.05K	0.02%	266
2019 Q2	$73K	Hold	4,500	–	–	0.01%	294
2019 Q1	$82K	Hold	4,500	–	–	0.02%	298
2018 Q4	$87K	Sell	4,500 -4,500	-50%	-$89.9K	0.02%	252
2018 Q3	$195K	Buy	+9,000	New	+$209K	0.04%	205

Other funds holding VOD

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

AACR

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BerganKDV Wealth Management's VOD Position: Q2 2022 in Review

BerganKDV Wealth Management sold out of Vodafone (VOD) in Q2 2022, closing a stake of 4,500 shares — an estimated $75K sold.

BerganKDV Wealth Management first reported a position in VOD in Q3 2018 and held it in 15 quarters. The position peaked at $195K in Q3 2018. 555 funds tracked by Wall St. Rank hold VOD as of Q2 2022.

BerganKDV Wealth Management reported no remaining Vodafone position as of Q2 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 4,500 Vodafone shares in Q2 2022, an estimated $75K.
BerganKDV Wealth Management first reported a position in Vodafone in Q3 2018 and held it in 15 quarters.
BerganKDV Wealth Management's Vodafone position peaked at $195K in Q3 2018.
555 funds tracked by Wall St. Rank held Vodafone as of Q2 2022.

Based on BerganKDV Wealth Management's 13F filing for Q2 2022, filed 13 Jul 2022.