BWM
VVX icon

BerganKDV Wealth Management’s V2X VVX Stock Holding History

BerganKDV Wealth Management’s Portfolio VVX Stock Details VVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-3
Closed – – 992
2020
Q4 		$0 Buy
+3
New +$134 ﹤0.01% 1020
2020
Q2 		– Sell
-5
Closed – – 1104
2020
Q1 		$0 Hold
5
– – ﹤0.01% 1010
2019
Q4 		$0 Hold
5
– – ﹤0.01% 979
2019
Q3 		$0 Hold
5
– – ﹤0.01% 756
2019
Q2 		$0 Hold
5
– – ﹤0.01% 777
2019
Q1 		$0 Hold
5
– – ﹤0.01% 757
2018
Q4 		$0 Hold
5
– – ﹤0.01% 719
2018
Q3 		$0 Hold
5
– – ﹤0.01% 657
2018
Q2 		$0 Buy
+5
New +$169 ﹤0.01% 655

Other funds holding VVX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return