BerganKDV Wealth Management’s Voya Financial VOYA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$2.37K	Hold	33	–	–	﹤0.01%	674
2023 Q1	$2.36K	Hold	33	–	–	﹤0.01%	804
2022 Q4	$2.03K	Sell	33 -1	-3%	-$64	﹤0.01%	798
2022 Q3	$2K	Sell	34 -1	-3%	-$61	﹤0.01%	840
2022 Q2	$2K	Hold	35	–	–	﹤0.01%	858
2022 Q1	$2K	Hold	35	–	–	﹤0.01%	883
2021 Q4	$2K	Hold	35	–	–	﹤0.01%	942
2021 Q3	$2K	Hold	35	–	–	﹤0.01%	919
2021 Q2	$2K	Hold	35	–	–	﹤0.01%	858
2021 Q1	$2K	Hold	35	–	–	﹤0.01%	814
2020 Q4	$2K	Sell	35 -14	-29%	-$759	﹤0.01%	808
2020 Q3	$2K	Hold	49	–	–	﹤0.01%	733
2020 Q2	$2K	Buy	49 +26	+113%	+$1.16K	﹤0.01%	793
2020 Q1	$1K	Buy	23 +14	+156%	+$763	﹤0.01%	893
2019 Q4	$1K	Buy	+9	New	+$508	﹤0.01%	906