BerganKDV Wealth Management’s Vanguard ESG International Stock ETF VSGX Stock Holding History

BerganKDV Wealth Management’s Portfolio VSGX Stock Details VSGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$2.11M	Buy	39,731 +13,860	+54%	+$734K	0.21%	79
2023 Q1	$1.35M	Buy	25,871 +4,699	+22%	+$244K	0.14%	112
2022 Q4	$1.04M	Sell	21,172 -5,739	-21%	-$273K	0.11%	128
2022 Q3	$1.17M	Buy	26,911 +2,809	+12%	+$137K	0.14%	112
2022 Q2	$1.18M	Buy	24,102 +427	+2%	+$22.5K	0.14%	122
2022 Q1	$1.35M	Buy	23,675 +923	+4%	+$54.2K	0.14%	113
2021 Q4	$1.41M	Buy	22,752 +4,109	+22%	+$257K	0.15%	112
2021 Q3	$1.15M	Buy	18,643 +6,777	+57%	+$432K	0.13%	118
2021 Q2	$761K	Buy	11,866 +1,206	+11%	+$77K	0.09%	140
2021 Q1	$654K	Buy	10,660 +10,433	+4,596%	+$643K	0.08%	151
2020 Q4	$13K	Hold	227	–	–	﹤0.01%	531
2020 Q3	$12K	Buy	+227	New	+$11.7K	﹤0.01%	492

Other funds holding VSGX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Leo Brokerage Hurst, Texas $876M AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.17B AUM 29.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BerganKDV Wealth Management's VSGX Position: Q2 2023 in Review

BerganKDV Wealth Management increased its Vanguard ESG International Stock ETF (VSGX) stake by 54% in Q2 2023, buying an estimated $734K and bringing the position to 39,731 shares worth $2.11M. The position accounts for 0.21% of the portfolio, ranked #79.

BerganKDV Wealth Management first reported a position in VSGX in Q3 2020 and has held it in 12 quarters since. 291 funds tracked by Wall St. Rank hold VSGX as of Q2 2023.

BerganKDV Wealth Management held 39,731 shares of Vanguard ESG International Stock ETF worth $2.11M as of Q2 2023.
BerganKDV Wealth Management bought 13,860 Vanguard ESG International Stock ETF shares in Q2 2023, an estimated $734K.
Vanguard ESG International Stock ETF made up 0.21% of BerganKDV Wealth Management's portfolio in Q2 2023, its #79 holding.
BerganKDV Wealth Management first reported a position in Vanguard ESG International Stock ETF in Q3 2020 and has held it in 12 quarters since.
291 funds tracked by Wall St. Rank held Vanguard ESG International Stock ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.