BWM
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BerganKDV Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History

BerganKDV Wealth Management’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$158K Hold
777
– – 0.02% 247
2023
Q1 		$145K Sell
777
-12
-2% -$2.19K 0.02% 267
2022
Q4 		$137K Buy
789
+569
+259% +$99.8K 0.01% 274
2022
Q3 		$36K Hold
220
– – ﹤0.01% 408
2022
Q2 		$38K Sell
220
-14
-6% -$2.63K ﹤0.01% 416
2022
Q1 		$49K Buy
234
+14
+6% +$2.88K 0.01% 400
2021
Q4 		$49K Hold
220
– – 0.01% 428
2021
Q3 		$44K Hold
220
– – 0.01% 417
2021
Q2 		$44K Hold
220
– – 0.01% 408
2021
Q1 		$41K Hold
220
– – 0.01% 394
2020
Q4 		$39K Sell
220
-80
-27% -$13.3K 0.01% 385
2020
Q3 		$47K Sell
300
-168
-36% -$25.9K 0.01% 345
2020
Q2 		$67K Buy
468
+168
+56% +$22.7K 0.01% 320
2020
Q1 		$36K Sell
300
-1,400
-82% -$197K 0.01% 358
2019
Q4 		$251K Hold
1,700
– – 0.04% 205
2019
Q3 		$232K Sell
1,700
-160
-9% -$21.7K 0.05% 191
2019
Q2 		$251K Hold
1,860
– – 0.05% 191
2019
Q1 		$241K Hold
1,860
– – 0.05% 192
2018
Q4 		$214K Hold
1,860
– – 0.05% 178
2018
Q3 		$248K Hold
1,860
– – 0.05% 184
2018
Q2 		$232K Hold
1,860
– – 0.05% 188
2018
Q1 		$225K Buy
1,860
+160
+9% +$20.1K 0.06% 182
2017
Q4 		$208K Buy
+1,700
New +$203K 0.05% 192

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return