BerganKDV Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $25.3M | Buy |
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|
2023
Q1 | $22.7M | Buy |
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|
2022
Q4 | $20.3M | Buy |
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|
2022
Q3 | $18.4M | Buy |
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|
2022
Q2 | $18.8M | Buy |
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|
2022
Q1 | $20.7M | Buy |
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|
2021
Q4 | $19.6M | Buy |
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|
2021
Q3 | $16.3M | Buy |
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|
2021
Q2 | $15.5M | Buy |
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|
2021
Q1 | $14.2M | Buy |
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|
2020
Q4 | $12.6M | Buy |
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|
2020
Q3 | $10.4M | Buy |
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|
2020
Q2 | $1.08M | Buy |
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|
2020
Q1 | $252K | Buy |
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|
2019
Q4 | $200K | Hold |
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|
2019
Q3 | $184K | Buy |
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|
2019
Q2 | $182K | Hold |
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|
2019
Q1 | $176K | Hold |
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|
2018
Q4 | $155K | Buy |
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|
2018
Q3 | $177K | Hold |
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|
2018
Q2 | $165K | Buy |
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