BWM
BerganKDV Wealth Management’s Vanguard ESG International Stock ETF VSGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.11M | Buy |
39,731
+13,860
| +54% | +$736K | 0.21% | 79 |
|
|
2023
Q1 | $1.35M | Buy |
25,871
+4,699
| +22% | +$246K | 0.14% | 112 |
|
|
2022
Q4 | $1.04M | Sell |
21,172
-5,739
| -21% | -$282K | 0.11% | 128 |
|
|
2022
Q3 | $1.17M | Buy |
26,911
+2,809
| +12% | +$122K | 0.14% | 112 |
|
|
2022
Q2 | $1.18M | Buy |
24,102
+427
| +2% | +$20.9K | 0.14% | 122 |
|
|
2022
Q1 | $1.35M | Buy |
23,675
+923
| +4% | +$52.8K | 0.14% | 113 |
|
|
2021
Q4 | $1.41M | Buy |
22,752
+4,109
| +22% | +$255K | 0.15% | 112 |
|
|
2021
Q3 | $1.15M | Buy |
18,643
+6,777
| +57% | +$418K | 0.13% | 118 |
|
|
2021
Q2 | $761K | Buy |
11,866
+1,206
| +11% | +$77.3K | 0.09% | 140 |
|
|
2021
Q1 | $654K | Buy |
10,660
+10,433
| +4,596% | +$640K | 0.08% | 151 |
|
|
2020
Q4 | $13K | Hold |
227
| – | – | ﹤0.01% | 531 |
|
|
2020
Q3 | $12K | Buy |
+227
| New | +$12K | ﹤0.01% | 492 |
|