BerganKDV Wealth Management’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $435K | Sell |
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|
2023
Q1 | $409K | Sell |
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|
2022
Q4 | $388K | Buy |
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|
2022
Q3 | $383K | Hold |
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|
2022
Q2 | $399K | Hold |
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|
2022
Q1 | $515K | Hold |
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|
2021
Q4 | $575K | Hold |
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|
2021
Q3 | $520K | Hold |
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|
2021
Q2 | $514K | Buy |
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|
2021
Q1 | $390K | Buy |
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|
2020
Q4 | $337K | Buy |
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|
2020
Q3 | $269K | Sell |
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|
2020
Q2 | $249K | Buy |
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|
2020
Q1 | $175K | Hold |
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|
2019
Q4 | $203K | Hold |
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|
2019
Q3 | $186K | Hold |
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|
2019
Q2 | $183K | Hold |
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|
2019
Q1 | $175K | Hold |
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|
2018
Q4 | $150K | Buy |
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|
2018
Q3 | $160K | Hold |
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|
2018
Q2 | $149K | Buy |
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