Vanguard Value ETF shares owned by BerganKDV Wealth Management
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by BerganKDV Wealth Management
from 13F filings
Historical chart of BerganKDV Wealth Management investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by BerganKDV Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $11M | 79k | 142.10 |
| 2023-03-31 | $11M | 79k | 138.11 |
| 2022-12-31 | $11M | 77k | 140.37 |
| 2022-09-30 | $7.3M | 59k | 123.47 |
| 2022-06-30 | $7.7M | 59k | 131.89 |
| 2022-03-31 | $8.7M | 59k | 147.77 |
| 2021-12-31 | $16M | 111k | 147.11 |
| 2021-09-30 | $15M | 110k | 135.37 |
| 2021-06-30 | $13M | 95k | 137.46 |
| 2021-03-31 | $8.0M | 61k | 131.45 |
| 2020-12-31 | $6.1M | 52k | 118.96 |
| 2020-09-30 | $5.2M | 50k | 104.52 |
| 2020-06-30 | $40k | 400 | 100.00 |
| 2020-03-31 | $60k | 672 | 89.29 |
| 2019-12-31 | $81k | 672 | 120.54 |
| 2019-09-30 | $75k | 672 | 111.61 |
| 2019-06-30 | $79k | 711 | 111.11 |
| 2019-03-31 | $93k | 865 | 107.51 |
| 2018-12-31 | $85k | 865 | 98.27 |
| 2018-09-30 | $66k | 593 | 111.30 |
| 2018-06-30 | $62k | 593 | 104.55 |
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