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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% 776
2019
Q1 		$0 Hold
5
– – ﹤0.01% 756
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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $114B AUM 41.71% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

BerganKDV Wealth Management's VVX Position: Q1 2021 in Review

BerganKDV Wealth Management sold out of V2X (VVX) in Q1 2021, closing a stake of 3 shares.

BerganKDV Wealth Management first reported a position in VVX in Q2 2018 and held it in 9 quarters. The position peaked at $0 in Q4 2020. 155 funds tracked by Wall St. Rank hold VVX as of Q1 2021.

  • BerganKDV Wealth Management reported no remaining V2X position as of Q1 2021 after selling out during the quarter.
  • BerganKDV Wealth Management sold 3 V2X shares in Q1 2021.
  • BerganKDV Wealth Management first reported a position in V2X in Q2 2018 and held it in 9 quarters.
  • BerganKDV Wealth Management's V2X position peaked at $0 in Q4 2020.
  • 155 funds tracked by Wall St. Rank held V2X as of Q1 2021.

Based on BerganKDV Wealth Management's 13F filing for Q1 2021, filed 11 May 2021.