BerganKDV Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $158K | Hold |
777
| – | – | 0.02% | 247 |
|
|
2023
Q1 | $145K | Sell |
777
-12
| -2% | -$2.24K | 0.02% | 267 |
|
|
2022
Q4 | $137K | Buy |
789
+569
| +259% | +$99.1K | 0.01% | 274 |
|
|
2022
Q3 | $36K | Hold |
220
| – | – | ﹤0.01% | 408 |
|
|
2022
Q2 | $38K | Sell |
220
-14
| -6% | -$2.42K | ﹤0.01% | 416 |
|
|
2022
Q1 | $49K | Buy |
234
+14
| +6% | +$2.93K | 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% | -$14.2K | 0.01% | 385 |
|
|
2020
Q3 | $47K | Sell |
300
-168
| -36% | -$26.3K | 0.01% | 345 |
|
|
2020
Q2 | $67K | Buy |
468
+168
| +56% | +$24.1K | 0.01% | 320 |
|
|
2020
Q1 | $36K | Sell |
300
-1,400
| -82% | -$168K | 0.01% | 358 |
|
|
2019
Q4 | $251K | Hold |
1,700
| – | – | 0.04% | 205 |
|
|
2019
Q3 | $232K | Sell |
1,700
-160
| -9% | -$21.8K | 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% | +$19.4K | 0.06% | 182 |
|
|
2017
Q4 | $208K | Buy |
+1,700
| New | +$208K | 0.05% | 192 |
|