BWM
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BerganKDV Wealth Management’s TCW Transform 500 ETF VOTE Stock Holding History

BerganKDV Wealth Management’s Portfolio VOTE Stock Details VOTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-126
Closed -$6K – 1081
2023
Q1 		$6K Buy
+126
New +$6K ﹤0.01% 668