BerganKDV Wealth Management’s Invesco Variable Rate Preferred ETF VRP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-86
Closed -$2K 755
2018
Q4
$2K Buy
+86
New +$2.06K ﹤0.01% 624

Other funds holding VRP

BerganKDV Wealth Management's VRP Position: Q1 2019 in Review

BerganKDV Wealth Management sold out of Invesco Variable Rate Preferred ETF (VRP) in Q1 2019, closing a stake of 86 shares — an estimated $2K sold.

BerganKDV Wealth Management first reported a position in VRP in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 167 funds tracked by Wall St. Rank hold VRP as of Q1 2019.

  • BerganKDV Wealth Management reported no remaining Invesco Variable Rate Preferred ETF position as of Q1 2019 after selling out during the quarter.
  • BerganKDV Wealth Management sold 86 Invesco Variable Rate Preferred ETF shares in Q1 2019, an estimated $2K.
  • BerganKDV Wealth Management first reported a position in Invesco Variable Rate Preferred ETF in Q4 2018 and held it in 1 quarter.
  • BerganKDV Wealth Management's Invesco Variable Rate Preferred ETF position peaked at $2K in Q4 2018.
  • 167 funds tracked by Wall St. Rank held Invesco Variable Rate Preferred ETF as of Q1 2019.

Based on BerganKDV Wealth Management's 13F filing for Q1 2019, filed 9 May 2019.