BWM
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BerganKDV Wealth Management’s Vanguard Total International Stock ETF VXUS Stock Holding History

BerganKDV Wealth Management’s Portfolio VXUS Stock Details VXUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3,740
Closed -$193K – 1122
2022
Q4 		$193K Buy
+3,740
New +$187K 0.02% 237
2020
Q3 		– Sell
-414
Closed -$20K – 1017
2020
Q2 		$20K Buy
+414
New +$19.1K ﹤0.01% 459
2018
Q4 		– Sell
-270
Closed -$15K – 720
2018
Q3 		$15K Buy
+270
New +$14.6K ﹤0.01% 444

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Vanguard Group
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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return