BerganKDV Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $215K | Hold |
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|
2023
Q1 | $204K | Sell |
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|
2022
Q4 | $192K | Sell |
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|
2022
Q3 | $187K | Buy |
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|
2022
Q2 | $183K | Hold |
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|
2022
Q1 | $233K | Hold |
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|
2021
Q4 | $266K | Hold |
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|
2021
Q3 | $247K | Hold |
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|
2021
Q2 | $247K | Hold |
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|
2021
Q1 | $224K | Hold |
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|
2020
Q4 | $222K | Hold |
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|
2020
Q3 | $188K | Hold |
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|
2020
Q2 | $173K | Hold |
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|
2020
Q1 | $133K | Hold |
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|
2019
Q4 | $166K | Hold |
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|
2019
Q3 | $155K | Hold |
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|
2019
Q2 | $156K | Hold |
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|
2019
Q1 | $149K | Hold |
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|
2018
Q4 | $125K | Hold |
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|
2018
Q3 | $149K | Hold |
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|
2018
Q2 | $141K | Buy |
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