BerganKDV Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $158K | Hold |
|
|||||
|
2023
Q1 | $145K | Sell |
|
|||||
|
2022
Q4 | $137K | Buy |
|
|||||
|
2022
Q3 | $36K | Hold |
|
|||||
|
2022
Q2 | $38K | Sell |
|
|||||
|
2022
Q1 | $49K | Buy |
|
|||||
|
2021
Q4 | $49K | Hold |
|
|||||
|
2021
Q3 | $44K | Hold |
|
|||||
|
2021
Q2 | $44K | Hold |
|
|||||
|
2021
Q1 | $41K | Hold |
|
|||||
|
2020
Q4 | $39K | Sell |
|
|||||
|
2020
Q3 | $47K | Sell |
|
|||||
|
2020
Q2 | $67K | Buy |
|
|||||
|
2020
Q1 | $36K | Sell |
|
|||||
|
2019
Q4 | $251K | Hold |
|
|||||
|
2019
Q3 | $232K | Sell |
|
|||||
|
2019
Q2 | $251K | Hold |
|
|||||
|
2019
Q1 | $241K | Hold |
|
|||||
|
2018
Q4 | $214K | Hold |
|
|||||
|
2018
Q3 | $248K | Hold |
|
|||||
|
2018
Q2 | $232K | Hold |
|
|||||
|
2018
Q1 | $225K | Buy |
|
|||||
|
2017
Q4 | $208K | Buy |
|