BWM
BerganKDV Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $215K | Hold |
1,046
| – | – | 0.02% | 226 |
|
|
2023
Q1 | $204K | Sell |
1,046
-20
| -2% | -$3.9K | 0.02% | 230 |
|
|
2022
Q4 | $192K | Sell |
1,066
-31
| -3% | -$5.57K | 0.02% | 238 |
|
|
2022
Q3 | $187K | Buy |
1,097
+51
| +5% | +$8.69K | 0.02% | 234 |
|
|
2022
Q2 | $183K | Hold |
1,046
| – | – | 0.02% | 246 |
|
|
2022
Q1 | $233K | Hold |
1,046
| – | – | 0.02% | 232 |
|
|
2021
Q4 | $266K | Hold |
1,046
| – | – | 0.03% | 238 |
|
|
2021
Q3 | $247K | Hold |
1,046
| – | – | 0.03% | 236 |
|
|
2021
Q2 | $247K | Hold |
1,046
| – | – | 0.03% | 230 |
|
|
2021
Q1 | $224K | Hold |
1,046
| – | – | 0.03% | 227 |
|
|
2020
Q4 | $222K | Hold |
1,046
| – | – | 0.03% | 214 |
|
|
2020
Q3 | $188K | Hold |
1,046
| – | – | 0.03% | 216 |
|
|
2020
Q2 | $173K | Hold |
1,046
| – | – | 0.03% | 230 |
|
|
2020
Q1 | $133K | Hold |
1,046
| – | – | 0.03% | 233 |
|
|
2019
Q4 | $166K | Hold |
1,046
| – | – | 0.03% | 238 |
|
|
2019
Q3 | $155K | Hold |
1,046
| – | – | 0.03% | 223 |
|
|
2019
Q2 | $156K | Hold |
1,046
| – | – | 0.03% | 227 |
|
|
2019
Q1 | $149K | Hold |
1,046
| – | – | 0.03% | 232 |
|
|
2018
Q4 | $125K | Hold |
1,046
| – | – | 0.03% | 215 |
|
|
2018
Q3 | $149K | Hold |
1,046
| – | – | 0.03% | 223 |
|
|
2018
Q2 | $141K | Buy |
+1,046
| New | +$141K | 0.03% | 223 |
|