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

Other funds holding VXUS

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

BerganKDV Wealth Management's VXUS Position: Q1 2023 in Review

BerganKDV Wealth Management sold out of Vanguard Total International Stock ETF (VXUS) in Q1 2023, closing a stake of 3,740 shares — an estimated $193K sold.

BerganKDV Wealth Management first reported a position in VXUS in Q3 2018 and held it in 3 quarters. The position peaked at $193K in Q4 2022. 947 funds tracked by Wall St. Rank hold VXUS as of Q1 2023.

BerganKDV Wealth Management reported no remaining Vanguard Total International Stock ETF position as of Q1 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 3,740 Vanguard Total International Stock ETF shares in Q1 2023, an estimated $193K.
BerganKDV Wealth Management first reported a position in Vanguard Total International Stock ETF in Q3 2018 and held it in 3 quarters.
BerganKDV Wealth Management's Vanguard Total International Stock ETF position peaked at $193K in Q4 2022.
947 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q1 2023.

Based on BerganKDV Wealth Management's 13F filing for Q1 2023, filed 27 Apr 2023.