BerganKDV Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

BerganKDV Wealth Management’s Portfolio VWO Stock Details VWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$148K	Sell	3,650 -886	-20%	-$35.7K	0.01%	251
2023 Q1	$183K	Sell	4,536 -61	-1%	-$2.49K	0.02%	240
2022 Q4	$179K	Buy	4,597 +594	+15%	+$22.6K	0.02%	243
2022 Q3	$146K	Buy	4,003 +2,989	+295%	+$121K	0.02%	251
2022 Q2	$42K	Sell	1,014 -351	-26%	-$15.2K	﹤0.01%	401
2022 Q1	$63K	Sell	1,365 -160	-10%	-$7.7K	0.01%	372
2021 Q4	$75K	Sell	1,525 -878	-37%	-$44.3K	0.01%	369
2021 Q3	$120K	Buy	2,403 +1,867	+348%	+$96.5K	0.01%	300
2021 Q2	$29K	Hold	536	–	–	﹤0.01%	471
2021 Q1	$28K	Sell	536 -560	-51%	-$29.8K	﹤0.01%	442
2020 Q4	$55K	Buy	1,096 +560	+104%	+$26.3K	0.01%	343
2020 Q3	$23K	Sell	536 -1,439	-73%	-$62.6K	﹤0.01%	408
2020 Q2	$78K	Buy	1,975 +1,439	+268%	+$53.3K	0.01%	299
2020 Q1	$18K	Sell	536 -5,084	-90%	-$207K	﹤0.01%	435
2019 Q4	$250K	Buy	5,620 +470	+9%	+$19.9K	0.04%	206
2019 Q3	$207K	Sell	5,150 -1,834	-26%	-$75.7K	0.04%	202
2019 Q2	$297K	Buy	6,984 +1,835	+36%	+$77.2K	0.06%	175
2019 Q1	$219K	Sell	5,149 -106	-2%	-$4.37K	0.04%	200
2018 Q4	$200K	Sell	5,255 -79	-1%	-$3.06K	0.05%	184
2018 Q3	$219K	Buy	5,334 +923	+21%	+$38.8K	0.05%	197
2018 Q2	$186K	Sell	4,411 -40	-0.9%	-$1.81K	0.04%	203
2018 Q1	$209K	Sell	4,451 -1,535	-26%	-$73.6K	0.06%	184
2017 Q4	$275K	Buy	+5,986	New	+$268K	0.07%	166

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

BerganKDV Wealth Management's VWO Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 20% in Q2 2023, selling an estimated $35.7K and leaving 3,650 shares worth $148K. The position accounts for 0.01% of the portfolio, ranked #251.

BerganKDV Wealth Management first reported a position in VWO in Q4 2017 and has held it in 23 quarters since. The position peaked at $297K in Q2 2019. 1,938 funds tracked by Wall St. Rank hold VWO as of Q2 2023.

BerganKDV Wealth Management held 3,650 shares of Vanguard FTSE Emerging Markets ETF worth $148K as of Q2 2023.
BerganKDV Wealth Management sold 886 Vanguard FTSE Emerging Markets ETF shares in Q2 2023, an estimated $35.7K.
Vanguard FTSE Emerging Markets ETF made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #251 holding.
BerganKDV Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and has held it in 23 quarters since.
BerganKDV Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $297K in Q2 2019.
1,938 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.