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BerganKDV Wealth Management’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

BerganKDV Wealth Management’s Portfolio VTWV Stock Details VTWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-100
Closed -$10K – 775
2019
Q1 		$10K Buy
+100
New +$10.4K ﹤0.01% 534

Other funds holding VTWV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CC
Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.16B AUM 26% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

BerganKDV Wealth Management's VTWV Position: Q2 2019 in Review

BerganKDV Wealth Management sold out of Vanguard Russell 2000 Value ETF (VTWV) in Q2 2019, closing a stake of 100 shares — an estimated $10K sold.

BerganKDV Wealth Management first reported a position in VTWV in Q1 2019 and held it in 1 quarter. The position peaked at $10K in Q1 2019. 61 funds tracked by Wall St. Rank hold VTWV as of Q2 2019.

  • BerganKDV Wealth Management reported no remaining Vanguard Russell 2000 Value ETF position as of Q2 2019 after selling out during the quarter.
  • BerganKDV Wealth Management sold 100 Vanguard Russell 2000 Value ETF shares in Q2 2019, an estimated $10K.
  • BerganKDV Wealth Management first reported a position in Vanguard Russell 2000 Value ETF in Q1 2019 and held it in 1 quarter.
  • BerganKDV Wealth Management's Vanguard Russell 2000 Value ETF position peaked at $10K in Q1 2019.
  • 61 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q2 2019.

Based on BerganKDV Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.