BerganKDV Wealth Management’s Vanguard Value ETF VTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $11.3M | Buy |
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|
2023
Q1 | $10.9M | Buy |
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|
2022
Q4 | $10.8M | Buy |
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|
2022
Q3 | $7.29M | Buy |
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|
2022
Q2 | $7.71M | Sell |
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|
2022
Q1 | $8.71M | Sell |
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|
2021
Q4 | $16.4M | Buy |
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|
2021
Q3 | $14.9M | Buy |
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|
2021
Q2 | $13.1M | Buy |
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|
2021
Q1 | $8.01M | Buy |
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|
2020
Q4 | $6.14M | Buy |
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|
2020
Q3 | $5.24M | Buy |
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|
2020
Q2 | $40K | Sell |
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|
2020
Q1 | $60K | Hold |
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|
2019
Q4 | $81K | Hold |
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|
2019
Q3 | $75K | Sell |
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|
2019
Q2 | $79K | Sell |
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|
2019
Q1 | $93K | Hold |
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|
2018
Q4 | $85K | Buy |
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|
2018
Q3 | $66K | Hold |
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|
2018
Q2 | $62K | Buy |
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